The right investment management service for you
Whether you are looking to grow your investments, generate a new income source or preserve your wealth, we offer a range of services to suit your goals and approach to investment..
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Fully managed
Have our investment team look after your portfolio at all times with our Discretionary Intermediation Service. Enjoy peace of mind as we actively look after your portfolio.
Discretionary Intermediation Service -
We recommend investments – you decide
If you prefer to be in control of all investment decisions, our Portfolio Management Service might suit you. We build and manage a portfolio that meets your financial objectives, but you take the final decision where to invest.
Portfolio Management Service -
Investment advice
Investing can be complex, but our advisers and supporting expert team are here to give you the advice and confidence to manage your own investments.
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Why invest with us
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High quality advice at the best value
With over £6 billion of client assets under management*, we use our size and expertise to drive costs down for our clients.
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Expert research and investment teams
Our advisers are backed by a team of expert researchers who are constantly reviewing the best financial products and investment opportunities on the market.
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Free initial consultation with an adviser local to you
We have over 200 advisers & 14 office hubs across the UK, as well as remote access options. This means maximum flexibility to provide financial advice at a time and place suitable for you.
* This figure is accurate as at January 2021 and subject to market movements and net adjustments. Figure is rounded to the nearest billion.
Want to discuss the right investment service for you?
Take the first step now and book your free initial consultation with one of our independent financial advisers.
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