Since 2008 our team of FCA approved professional advisors has helped thousands of investors in the UK with their share portfolios. We offer a personalised, bespoke portfolio management service. Most of our clients have transferred their portfolios from firms such as Hargreaves Lansdowne, St James Place, Fisher Investments and other well-known names.
That's because our clients wanted something different. Each of the portfolios that we build are bespoke and purpose built. This means that we don't invest money into pooled funds because we believe that funds can't accurately represent the individual investor.
We also believe that whilst individually built portfolios require more work and attention, they also can yield better results for their owners. We follow a pro-active investment strategy designed to predict the market conditions ahead and not just rely on passive tracker funds which follow the market. All of our clients benefit from their own designated account manager and a personal touch.
We only work with UK residents
Most of our clients are aged between 50 and 80 years of age
We build bespoke portfolios between £100k to £2m
We help investors who want to grow their portfolios using low to medium risk investment strategies
The strategy is detailed in full in its own book which retails on Amazon for £34.95. However you can get the book for FREE (you just need to cover the P&P of £4.95). (click here to buy it on amazon). Also included is the Free audio-book version (normally £20 click here to buy it on amazon)YES – I want a FREE copy of the DIP Book
A share dealing account which hold funds, shares and cash.
There is no limit to the size of this account but any investments within it are subject to capital gains and income tax.
A Stock ISA ensures that any dividends or profits are not subject to income or capital gains tax.
UK residents over the age of 18 can invest up to £20,000 each tax year.
A SIPP is a Self Investment Pension Plan and is a tax efficient way to invest for your retirement.
All capital gains and dividends are tax-free and you are entitled to a 25% tax free lump sum.
Allow business owners to invest money within their limited company. Any profits are retained are subject to corporation tax.
It allows business owners to earn income from unused cash.
You make your own investment decisions yourself. In other words you do your own research, pick your own stocks and choose your own timing.
This account is a low-cost option for investors who are experienced and want to manage their portfolios by themselves.
We provide the market research and information and will advise you what to buy and sell, and when. However the final decision is yours.
There is no cost to hear recommendations and you only pay a commission for the trades that you want to execute.
For investors who don't wish to be involved in the decision making process and prefer a hands-off approach.
You still receive 24-hour access to your account, regular portfolio updates and contract notes so you can see how your portfolio is performing.