The Discretionary Portfolio Management service allows you to completely outsource your investment requirements and removes the need for you to make any investment decisions, as we will take all of these on your behalf as we work to secure your future.

We understand that beneath the portfolio is an individual who has specific goals, which is why Andy Parkes, our Chief Investment Officer, acting as your Investment Manager, will construct your very own bespoke portfolio.

With the emphasis on diversification using the widest possible range of financial instruments, this highly personalised, tailored approach offers “hands on” asset management to give you complete peace of mind that your portfolio is being managed efficiently and effectively.