Your Portfolio

Ensuring you are reassured and confident about your investment portfolio is an essential part of our service. This means you can expect clear and timely communications depending on your requirements.
 
You will receive regular hard copy portfolio valuations that are provided in a clear and easy to understand format. Your valuations will be provided on a timely basis and will also be available through our secure, up-to-the-minute Online Valuation section of our website. You will be able to access this with your personal login details whenever you want - 24 hours a day, seven days a week.

We understand that your financial circumstances may change and that your investment objectives can evolve. That is why we regularly review your portfolio to ensure it is still meeting your individual needs.

Most importantly, you will have direct access to your investment manager – either over the telephone or face-to-face. Although an increasingly rare feature in the investment management industry, we truly believe this direct relationship ensures your portfolio will always reflect your individual circumstances.