Advisory services
Make your own decisions, with our expert support
Manage your own portfolio with specialist investment advice every step of the way.
About our advisory services
We’ll provide you with expert advice and tailored investment recommendations, but the final decision and management of your portfolio is down to you. The value of investments can fall as well as rise. You may get back less than you originally invested.
Understanding your goals
We’ll take the time to understand your ambitions, personal circumstances and approach to risk to provide tailored advice and recommendations to help you achieve your investment goals.
Expert, up-to-date advice
Our investment advice is drawn from leading research and the latest trends, so we can keep you informed of opportunities as they arise. We’ll also provide you with regular reports and portfolio reviews.
Financial planning
While the final decisions are always down to you, we offer access to expert financial planning to help you ensure your investments are in line with your wider ambitions.
Things to consider
Our advisory services provide restricted advice. We’ll advise and make a recommendation for you after we’ve assessed your needs. We offer advice on limited types of products, which we offer from a limited number of companies. We can provide you with a list of these companies and products.
