Investment Proposition

Our Investment Proposition has been carefully constructed to make sure that your investment portfolio is built to meet your needs. This means looking at your circumstances, your attitude to risk and your objectives.

An important element of your investment strategy is the ability to make changes to your investment and retirement portfolio as market conditions change.

We have panels of approved Investment Fund Managers and will refer you to them where we feel it is suitable for your needs. Fund Managers provide proactive investment management services to ensure that your investments are kept under regular review. There are options within these services for every investor, irrespective of the size and value of your investment or retirement pot. 

There is an investment management solution to suit almost every investor’s pocket and we will normally recommend a solution from one of 4 investment pathways:

  • Risk Graded Portfolios: specially designed for Almary Green clients and aligned with your attitude to risk. Rebalanced by the investment manager at least quarterly.
  • Model Portfolios: a more flexible solution that will suit some investors, whilst still using collective investments to provide cost-effective management.
  • Bespoke Discretionary Management: highly proactive management of a portfolio that has been built specifically for the client. For those with more substantial amounts to invest.
  • Advisory Portfolios: portfolios that are selected and managed by the adviser in discussion with the client at review.

The value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you originally invested. The tax treatment of investments depends on individual circumstances and is subject to change.

Key Contacts