Share Prices & Company Research

Discretionary Managed Service

Our service is made to measure ~ we understand that you have you own individual objectives and timescales when it comes to investing. Our personal approach is based on understanding you and your needs or aspirations, enabling us to provide you with a tailored service from the beginning.

A Portfolio Tailored Just for You

Ideal either if you either do not have the knowledge or time to manage your own portfolio.
Ideal either if you either do not have the knowledge or time to manage your own portfolio.
You can benefit from direct access to your own personal investment manager and their expertise.
You can benefit from direct access to your own personal investment manager and their expertise.
We can provide a truly bespoke portfolio free from any constrains, and tailored to your specific needs.
We can provide a truly bespoke portfolio free from any constrains, and tailored to your specific needs.

Discretionary Managed Service

Our personal service ensures we can understand your financial situation and what your investing goals are from the beginning. This includes your likely investing timeframe, and whether you require an income stream or would simply like to either grow or preserve your capital.
Designed for You
Discretionary Managed Service

When creating and managing your portfolio, we can then ensure that stocks are selected according to your individual needs. We are able to select from the whole of the market, whereas some other providers may be restricted to 'house models', or in-house buy-lists or funds. With no such constraints placed upon our investment managers we can ensure that the service we provide is tailored with you only in mind.

Contact Us

How much does it cost?

An annual management fee of 0.85 per cent 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 our Guide to Services and 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 Discretionary Managed Service, you can speak to one of our investment managers who will be able to provide you with further details.

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 advisory and discretionary managed services:

Advisory Managed Service

Learn more

Inheritance Tax Portfolio Service

Learn more
Get in touch today
Join Redmayne Bentley
Talk to us now about opening a new account or transferring your account from another provider
0113 243 6941
Get in touch today
Contact your local office
Contact your local office to find out more
We use cookies on this site to improve your experience and help us provide you with a better website. An explanation of the cookies we use and their purpose can be found within our Cookie Policy. Your continued use of this site means you consent to the use of cookies.