Portfolio Management

Three main model portfolios offer the following approximate asset allocation depending on the client’s risk profile. The actual asset allocation breakdown will be shown on the Investment Management Agreement. Bespoke portfolios are available on request, please contact us for further details.

Available Account Types:

  • ISAs (Tax-efficient wrapper with a maximum allowance every year which is currently £20,000 2018-19).
  • SIPPs (Type of tax-efficient personal pension that usually allows you access to a wider choice of investments compared to traditional personal pensions).
  • Standard Investment Account.