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FTSE 100
Typical solutions may include
  • Open Ended Investment Funds (OEICs and Unit Trusts) Investment Trusts
  • Individual Savings Accounts (ISAs)
  • Personal Equity Plan (PEP) Transfers
  • Investment Bonds
  • Venture Capital Trusts (VCT) Film Partnerships
  • Enterprise Investment Schemes (EIS)
  • Enterprise Zone Trusts (EZT)
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Investment Management
If trust, appreciation of specialist skills and a strong relationship are high on your agenda, you will be pleased to know they are an integral part of our investment management services.

Advisory Investment Management
If you would like to benefit from professional investment management, but want to take an active part in the decision making process of your investment portfolio, our Advisory Investment Management services could be just what you need.
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For clients requiring a more proactive approach to the management of their portfolio, we can also offer two separate services as a result of our close working partnership with UK Portfolio Management Ltd, specialists in private client investment management and with in excess of £100m under management.

Hallmark Investment Portfolio
With its three distinct investment strategies, Hallmark Investment Portfolio is designed to deliver the skills of their team of investment specialists to a wider audience, not normally available outside a personalised portfolio managed service. Hallmark is managed by UK Portfolio Management Ltd.

Discretionary Investment Management
This service is ideal for investors who value personal attention, but prefer to leave the regular management of their investment portfolio in expert hands.
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