Managing your wealth requires many attributes, from clearly defined goals to sound advice and focussed investment research. But in our opinion, the over-riding element is a personal service.
Helping you fulfil your financial ambitions
Working with you
For those clients used to an advisory service, whereby they are involved in the decision making about the portfolio positioning, we have an advisory portfolio management service.
Your investment manager will be able to discuss each and every investment with you prior to receiving your instruction to execute the trade, ensuring you still benefit from our personalised investment services.
Trust, confidence and communication
There are several core elements of delivering a quality advisory portfolio management service, which form the basis of our client relationships:
- Dedicated investment manager
- Personalised service
- Tailored to your individual circumstances
- 24/7 access to your portfolio and documents
- Face-to-face communication
You wish to have control over the investment decisions:
Our advisory services allow you to benefit from our personal approach to portfolio management whilst leaving you in control of each and every decision.
You have CGT considerations:
For investors with CGT considerations using a personalised approach to portfolio management ensures the tax position on your portfolio is considered.
You want access to a dedicated investment manager:
Our award winning services are based around a personal relationship with an investment manager so your portfolio is managed to your individual requirements.
What our clients say
Details on the investments made on my behalf are very detailed and give me confidence in the advice given.
Centralised investment research
The autonomy which we are afforded when it comes to stock picking is complemented by a wealth of information from our excellent research team.
Christmas week hardly got off to a promising start for our stock market, but a modest recovery saw much of the damage repaired, though sentiment remained fragile.
JM Finn hosted a virtual conference in December, bringing together some experts to share their insights.