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 Managed Portfolio 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.

Using a Managed Portfolio Service involves authorising a Fund Manager to carry out regular, frequent “rebalancing” of your investment portfolio in accordance with market conditions, within parameters agreed with you. The type of Managed Portfolio Service that will be most suitable for you will depend on a range of factors such as the amount you have available to invest and – importantly – your attitude to risk.

Contact us for more information on proactively managing your investment and retirement portfolio.


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