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Services
Our fact-finding interview results allow us to create a bespoke portfolio for each individual client that is designed to meet the agreed objectives within the established framework for risk.
We offer three levels of services: discretionary, advisory and execution only. The vast majority of our clients opt for the discretionary route, which passes full responsibility for portfolio investment decisions to our team.
Included in our annual management fee is a full six monthly reporting pack, which contains our market commentary, a client-specific portfolio review, full valuation, client account statements, stock transaction summary and full income schedule.
As part of the management fee we save you time by taking complete responsibility for all paperwork involved in running an investment portfolio, including the processing of dividends, interest, corporate actions and their associated tax records.
At the end of the tax year, a full tax report pack will be sent to you, your accountant or another appointed professional advisor. This includes all the information concerning your investment portfolio which you will need to complete your annual tax return. The pack includes a detailed Capital Gains Tax calculation and a consolidated tax voucher detailing all income received by the portfolio over the tax year.
Finally, we will hold all your investments in our in-house safe custody arrangement, and adhere to strict rules laid down by the Financial Services Authority governing their safe-keeping.
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