Advisory Investment

If you would like more control over your portfolio, our Advisory Investment service provides you with ongoing portfolio management and advice, but always referring to you before making any investment decisions.

Why choose our Advisory Investment service?


Your experienced investment manager can provide you with advice on your asset allocation and overall investment portfolio, but you make the final decisions.


You have access to our extensive investment research capability to help you make informed investment decisions.


You have ongoing access to your investment manager and you can view your investment portfolio 24/7, using our online client portal.

Our investment philosophy and process


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Primary Contact

Mike Hollings

+44 (0) 1534 500042