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Bespoke Discretionary Service

The bespoke discretionary service is a tailor-made solution for your portfolio.

What is it?

The bespoke discretionary service can be tailored to suit your individual circumstances, objectives and timescales. For instance, a portfolio can be constructed to provide regular redemptions to pay for school fees or high levels of income to supplement a pension, or an increased risk profile to try and achieve higher levels of capital growth for when it may be needed in future years.

What are the benefits?

  • Your investments will be managed by a qualified investment manager.
  • The portfolio is managed according to your own objectives and risk profile.
  • The investment manager can take into account any sectors you do not wish to be invested in, such as armaments or tobacco.
  • Investments will be made on a timely basis - there is no time lag between the decision to invest being made and the action being taken as there can be with the advisory service.
  • A full valuation and review is provided every six months or more frequently to suit your preferences.
  • You can view your portfolio online using our client web access service.
  • You will have direct contact with your investment manager and can discuss any questions you have with them.
  • When establishing a new portfolio we will be happy to meet with you in person.
  • Stock held in our nominee name removes the risk of losing important paperwork.

What are the risks?

  • Investments and income arising from them can fall in value and you may get back less then you originally invested.

How much does it cost?

  • A fee of 0.85% of the value of the portfolio, plus VAT, will be charged in advance. Further charges may be levied and paid to your authorised professional adviser where agreed by you.
  • Minimum fee levels may apply.
  • Standard commissions and charges on dealing. Please see
  • Minimum portfolio size of £50,000.

If you require more guidance with investment decisions or wish to place the management of your portfolio in expert hands, please contact your local branch or call 0113 200 6560 and we will discuss with you the suitability of our services and products.

Info Point

Please refer to the Discretionary Service Terms & Conditions

For guidance as to the definitions of risk and investment objectives please refer to the discretionary service brochure.

Call us

Call now for a no obligation discussion: 0113 200 6560


Contact us

Use our enquiry form or write to us if you have any questions regarding our products and services.

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