Bespoke portfolio management

Our Bespoke Discretionary Portfolio Management Service is tailored for clients with just £80,000 or more to invest, and is available on either an Agent as Client or Reliance on Others basis.

It’s designed to complement the holistic wealth management service you provide. We ensure our clients portfolios fully reflect their circumstances, wishes and requirements whilst remaining within their designated investment mandate.

• Portfolios built around your clients' needs
  Working closely with you, we construct tailored portfolios that reflect your clients’ individual circumstances, financial goals, risk tolerance and time horizons.

• Tax-efficient structuring
  We help ensure your clients make full use of available tax allowances and make use of wrappers such as ISAs and SIPPs, where appropriate.

• Ethical and responsible investment options
  Whilst all of our portfolios take environmental, social & governance (ESG) factors into consideration, we can incorporate clients' specific ethical requirements into their portfolios. We can also retain cherished or legacy holdings where suitable.

• Direct access to your Portfolio Manager
  You’ll have a named Portfolio Manager responsible for your clients’ portfolios—someone you can speak to directly for updates, insights, or to discuss any changes.

• Local presence, national coverage
  With offices in London and South Wales, you can partner with Portfolio Managers who are based locally to you. This allows for regular face-to-face meetings, telephone conversations, and ongoing communication via our secure client portal.

• A collaborative approach
  We work as an extension of your team, ensuring the investment solution integrates seamlessly with your broader financial planning strategy.