If deemed appropriate for your circumstances, your Adviser will create a tax-efficient strategy to fit your specific requirements, taking into consideration your attitude towards investment risk. You will then have the benefit of active management of your recommended investments, ensuring they continue to remain appropriate. By providing the investment managers with ‘discretion’, any changes are made automatically on your behalf and all transactions are clearly reported to you in our quarterly investment statements. Valuations and transactions are also available daily via our online portal.
As we operate on a discretionary basis, we are not only free to use the financial products from all financial institutions (the same as an Independent Financial Adviser), but by employing professional Investment Managers, we can also invest directly into the underlying investments of these products i.e. directly into investments such as corporate bonds, gilts and shares. Therefore, we can establish truly bespoke investment portfolios for our clients, choosing investments from the whole investment universe and importantly, without any restrictions.