Whether you have lump sum to invest from £1000 or more or wish to review your miscellaneous inherited shares (and banish all that paperwork) and consider consolidating them into a professionally managed portfolio or become a regular saver in an ISA for instance, contact me to discuss your options. I have a research team to assist me at my head office. They monitor hundreds of different funds and regularly brief me on the latest options available to my clients. Remember I don’t only act for the wealthy but offer my help to those aiming to get started on a lifetime of wealth acquisition. Don’t be afraid to ask. My fee could be as small as £200.
With the help of my support team I construct and maintain investment portfolios which are designed to match your goals within the wider context of your financial circumstances.
Designing a portfolio involves striving to keep up to date and to understand how investments work and combining them intelligently to try to meet your personal investment objectives.
With over 2,000 investment funds domiciled in the UK, spanning the full range of asset classes and world markets, there is a rich variety from which to choose.
Many of you will have existing investments like unit trusts, ISAs, shares and investment trusts. We believe it is important that you have your money managed by leading financial institutions and sometimes it is necessary to change your fund managers. We offer assistance in that vitally important process.