Our dealing with advice investment service means that you will manage and monitor your own investments. You will however still have the option of asking any of our investment portfolio managers for specific information on the markets or recommendations to assist you in your decision making process, as and when required. We are not however obliged to monitor your investments on an on-going basis as per our discretionary managed service.

Restricted Advice

We are restricted in the level of advice that we can give to you. This means that when constructing a portfolio and giving advice we are only able to look at securities listed on all major stock markets, investment trusts and packaged products, domiciled in the UK. We do not offer advice on pension products, insurance/life products and investment bonds.