OUR EXPERTISE: Discretionary Investment Management

Our Discretionary Investment Management service allows you to hand over the management of your portfolio to a highly experienced Investment Manager.

We work with families, individual investors, trusts, charities, pension funds and intermediaries to build wealth over the long term.

We understand your income and growth expectations. Your Investment Manager will monitor the holdings, making decisions on your behalf, within the agreed risk profile.

Latest news

And the winner is…… Northern Island

Election commentary by Investment Manager David Battersby A second election in as many years and the Conservatives are still the largest party but no longer with a majority so how did this come about. On 18th April Theresa May announced a snap general election to take place on Thursday, 8thJune. This was a surprise even…