We manage your investment portfolio in exactly the same way as the discretionary service, with one difference. When we need to make changes to your underlying portfolio we will always seek your express permission first.

This allows you to remain in full control of your investment portfolio.

We find the Advisory Managed Service is of value to those clients who do not yet feel comfortable with relinquishing control of the decision making.

Safe custody of the assets in your portfolio is held by Pershing Securities Ltd a wholly owned subsidiary of the Bank of New York Mellon.

If you would like further information on our Advisory Managed Service, please contact us.