Model Portfolio Service

This service is ideal for those who want access to our proven track record of performance and expertise in investing, but who do not meet the minimum amount for our Bespoke Investment Management Service.

Starting with as little as £5,000, we accept responsibility for discretionary management of your portfolio, conduct comprehensive due diligence on your behalf to assess the suitability of the service and provide the overall investment strategy. The service utilises a broad range of available asset classes, investing in Unit Trusts, OEICs, Investment Trusts, Structured Products and Exchange Traded Funds/Commodities

There are 4 core investment strategies within this service:

  • Cautious
  • Income
  • Balanced
  • Growth

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