If you like to be involved in the management of your assets but require advice about suitable transactions this service may be for you.
Advisory Managed Service
This service is designed for clients that require advice on both the structure of their overall portfolio and individual investments. We will advise you on the composition of your portfolio on an on-going basis taking into account your investment objectives and risk profile.
Advisory Dealing Service
We provide this service for clients that do not wish to have a comprehensive portfolio management service but who may require advice on individual stocks from time to time. We will advise you, taking into account your investment objectives and risk profile. We will make recommendations to you, where appropriate, but will only act on your instructions.