This service is designed for the investor who wants to pass the responsibility for managing their investments to someone else. We invest your money for you according to the investment aims you tell us about, before entering into the service. Once your portfolio of investments is established we will maintain it for you, providing you with a regular quarterly valuation report to allow you to track its performance. We can tell you why we have made changes but we won’t necessarily ask you to agree to changes to your portfolio in advance. The service is not suitable for investors who want to have a say in how their money is invested on a day to day basis.

We will share with you the responsibility for meeting your long term investment goals by constructing, managing and administering your investment portfolio. Our service is delivered by experienced and highly qualified investment managers, with a strong performance track record. Our “5 Star” accredited service extends to cover general investment accounts, ISAs, pensions and offshore bonds.

This service is designed for the investor who wants to make their own investment decisions. We will carry out the investment instructions you give to us be it for a general investment account or ISA, on the understanding that you do not want investment advice. Access to Market and Company information together with our Fund Research facility, will hopefully be useful reference points to assist with your decision making.

We have a long history as an established member of the London Stock Exchange. We make available a wide range of investments and our experienced staff are at hand to accept and execute your dealing instructions or you may choose to use our online dealing service (branded as Icon).