Portfolio management

Everyone wants to maximise the growth on their Investments, using a selection of well-managed investment funds can often be the best solution.

Combining various styles and types of investments, a diversified portfolio can produce significantly better returns than those associated with interest rates offered from banks or building societies. The key to successful investment is in the time you give your money to grow and choosing the investment sectors and investment managers wisely.

Our investment service creates a number of Risk graded portfolios for either growth or income.

The integral component of any Wealth Management Proposition is how your investments are reviewed, should you elect to use our model portfolio service we will monitor the progress of each investment we recommend, and we provide a quarterly update detailing the performance of the portfolios and make recommendations to alter funds where we feel it to be necessary.

See our Investment Management section.

The value of units can fall as well as rise, and you may not get back all of your original investment.