Discretionary Managed Services

Let us do the heavy lifting

Investment portfolios fully managed by our experts. Ideal if you want to delegate the day-to-day management of your investments, we’ll construct your portfolio and monitor your holdings, making the decisions on your behalf.

You’ll be appointed your own personal Investment Manager from our team of trusted and experienced investment specialists. Only after thoroughly discussing your requirements, your attitude to risk and your investment objectives, will they create a portfolio that suits your individual needs. We’ll always maintain an unwavering focus on your goals, your attitude to risk and your future, allowing you to focus on what matters most in your life, safe in the knowledge that your investments are in good hands.


We know that things change in life. So, your Investment Manager will keep in regular contact to check your portfolio is still right for you. As market conditions and your objectives change, they’ll be on hand to adjust your portfolio accordingly.


As well as handling the paperwork, we’ll keep you up to date with your portfolio’s performance and any changes with regular reviews and valuations. You can also monitor your portfolio online through a secure, password-protected area of our website. So you’ll be sure that we’re acting in your best interests at all times.

Why choose our Discretionary Managed Services:

  • On-going portfolio management
  • Portfolios constantly monitored by our investment research team
  • Regular portfolio valuations and reviews
  • Online access to your portfolio so you can check your holdings and the valuation of your portfolio at any time
  • Monthly or quarterly income payments
  • Investments held securely with our nominee service. Cash is held in trust, in a client money account
  • No administration – as well as managing your portfolio, we’ll also deal with any associated day-to-day admin for you too.


Trusts are not regulated by the Financial Conduct Authority.

Discretionary Managed Services Experts

Our team is driven by a shared commitment to put our clients at the heart of everything we do to attain the highest possible standards of service. Rest assured, we take your investments personally.