Investment management

Portfolio questionnaire

Use our questionnaire to work out which portfolio suits your investment approach.

take the questionnaire

Portfolio types

Which type are you?

Portfolio types

Everyone wants to maximise the growth on their Investments and using a selection of well-managed investment funds can often be the best solution.

Our investment service creates a number of Risk graded portfolios for either growth or income.

The integral component of any wealth management proposition is how your investments are reviewed, should you elect to use our model portfolio service we will monitor the progress of each investment we recommend and we provide a quarterly update detailing the performance of the portfolios and make recommendations to alter funds where we feel it to be necessary.

To get you started, feel free to use our resource tools above, you might be surprised as to what you find.

* Please note that past performance is not a guide to future returns, and you may not get back all of the original capital invested.