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Managed Portfolio Services

Our investment management services are based on a comprehensive assessment of your personal financial situation including your objectives and your attitude and capacity for taking risk.

A Range of Investment Management Portfolio Services

Discretionary and Advisory Portfolios tailored to your individual requirements.
Discretionary and Advisory Portfolios tailored to your individual requirements.
Managed portfolios designed to assist the creation and preservation of wealth.
Managed portfolios designed to assist the creation and preservation of wealth.
Portfolios optimised to mitigate the impact of inheritance tax.
Portfolios optimised to mitigate the impact of inheritance tax.

Discretionary Managed Service

Our Discretionary Managed Service starts by focussing on getting to know you so we can understand what your investment objectives are, and by when you need to achieve them. This way, we can ensure that your portfolio is designed with just you in mind.
Designed for You
Discretionary Managed Service
The service we provide is personal. We believe that means giving you direct access to your investment manager who makes the day-to-day decisions based on their investment expertise, and backed up by our internal research committees and in-depth investment process. 
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Advisory Managed Service

Our Advisory Managed Service is ideal for you if you wish to be more actively involved in the day-to-day management of your portfolio. Whilst your investment manager is on hand to to provide their skill and investment expertise, you make the final decision.
Giving You Control
Advisory Managed Service
Our investment manager will provide input into both the construction and on-going maintenance of your portfolio, ensuring that any advice is tailored with only you in mind. This allows you to take an active role in your investments, whilst benefitting from the expert guidance we can provide.
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Inheritance Tax (IHT) Portfolio Service

If you are concerned about the potential impact of IHT on your estate, our IHT Portfolio Service is designed to help limit the effect of IHT, importantly without losing access to, or ownership of, your capital.

Mitigate the impact of IHT
Inheritance Tax (IHT) Portfolio Service

Our IHT Portfolio Service aims to take advantage of Business Property Relief (BPR) on qualifying shares. By creating a portfolio of qualifying Alternative Investment Market (AIM) shares, you the potential to gain 100 per cent protection against IHT when the investments are held for 2 or more years.

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0113 243 6941
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