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    Maximising my investment opportunities

    Within asset management, we use a broad range of investment fund managers, from large well-known investment houses to small, boutique firms. We also design and build our own focused funds, ensuring high quality diversified portfolios.


    Remember, the value of your investments can go up and down, and you may get back less than you originally invested. Tax treatment depends on your individual circumstances, and rules may change. Past performance is not a guide to future performance. Investment decisions should be taken with professional advice.

    Your portfolio will be managed on a day-to-day basis by our Asset Management team. This service is designed to reflect how the investment world continues to evolve rapidly, with the team working to ensure clients maintain a suitably balanced and diversified portfolio capable of anticipating fast-moving markets.

    We provide several investment options including structured products, trustee services, investment in property, portfolio management, loanbacks and Individual Savings Accounts (ISAs).

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