Discretionary Fund Management
Leave your investments in experienced hands
Let our experts manage your investments for you, keeping your portfolio aligned with your objectives while taking the stress off your shoulders.
Leave the hard work to us
Managing investments can be time-consuming and complex. With our Discretionary Fund Management service, you can delegate day-to-day investment decisions to our experienced team.
You will still set the direction – your goals, your risk appetite, your priorities – but we will take care of the detail. This means your portfolio can be adjusted quickly and efficiently as markets shift, without the need for you to sign off on every decision.
It is a practical way to keep your money working hard, while freeing up your time, reducing stress, and giving you confidence that your investments are in expert hands.
How we can help you.
Ongoing investment advice, expertise and management, without the ongoing burden:
Bespoke Discretionary Portfolio Service
Delegate the everyday management and monitoring of your investments to a team of experts.
Stockbroking Services
Get advice on investments while continuing to manage your own portfolio, or use our dealing service if you know exactly what you want to invest in.
Our Services
- Investment Planning
- Retirement Planning
- Discretionary Fund Management
- Protection Planning
- Tax and Trusts
- Equity Release (Lifetime Mortgages)
- Mortgages
Why choose us for Discretionary Fund Management?
- Unbiased advice – We are not tied to any provider, so we will only recommend options that fit your needs
- Whole-of-market access – We work with a range of discretionary managers to find the right match for you.
- Support every step – From selecting a provider to reviewing ongoing performance, we keep things simple and transparent.
- Industry expertise – With years of experience, we will guide you through the detail with clarity and confidence.
- Local and approachable – Based in Uppingham, we are here for friendly face-to-face chats, as well as phone or email – whichever suits you best.
Ready to plan your future?
Come in for a chat or get in touch in a way that is convenient for you.
You will find us right in the heart of Uppingham, in the beautiful county of Rutland. We welcome clients from across the surrounding areas – including Stamford, Peterborough, Bourne, The Deepings – and further afield.
