Share Prices & Company Research

Advisory Managed Service

Our Advisory Managed Service is ideal if you would like to be more involved with your investment decisions, but would still like to benefit from our experience and expertise.

A Helping Hand for your Investments

Direct access to the expertise of your own personal investment manager.
Direct access to the expertise of your own personal investment manager.
You retain overall control of your portfolio and make the final investment decisions.
You retain overall control of your portfolio and make the final investment decisions.
Competitive management fees.
Competitive management fees.

Advisory Managed Service

Our investment managers will need to meet with you first so they can understand your financial situation in full and what your objectives are. They will also discuss your investment ideas and how they believe your portfolio should be structured.
Expert Investment Advice
Advisory Managed Service
When creating and advising on your portfolio, we ensure that stocks are selected according to your specific individual needs. We are able to advise free from any restrictions such as 'house models', or in-house buy-lists or in-house funds that other providers may have. With no such constraints placed upon our investment managers, the result is that we can help create and advise on individually tailored portfolios.
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How much does it cost?

An annual management 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.

Standard commissions and charges on dealing. Please see www.redmayne.co.uk/charges Minimum fee levels may apply.

A minimum portfolio size of £50,000 applies for this service.

How can I find out more?

 
If you would like further information on our bespoke advisory service, you can speak to one of our investment managers who will be able to provide you with further details. Please note that our advisory services provide advice on all types of investment instruments that might be suitable for our clients, although we do not provide a universal financial planning service on non-investment instruments or products. Consequently, our advisory services are categorised as focused independent advice.

Alternatively, you can explore our other investment management services to see if they are more suitable for your needs.
Call now on 0113 243 6941 or search for your local office

A Full Range of Investment Management Services

Why not explore our full range of discretionary managed services:

Discretionary Managed Service

Learn more

Inheritance Tax Portfolio Service

Learn more
Get in touch today
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0113 243 6941
Get in touch today
Contact your local office
Contact your local office to find out more
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