Investment Services

Having the ability to manage investments in a low-cost and efficient manner is highly important; therefore we operate a portfolio administration platform. This provides the following advantages:

• On-line stock dealing and fund switching facilities
• Very low dealing and management charges
• Consolidated portfolio valuations and statements
• A wide range of investment assets and funds
• Consolidated portfolio income – one regular payment to you
• A full range of tax wrappers – ISAs, pensions and investment bonds
• On-line client access

We also provide cash and deposit management services, ensuring that cash holdings are included as part of your asset allocation and portfolio.