Collectives managed service...

Our Collectives Management Service is ideal for smaller portfolios.

Why use collective investments?

By pooling your money with other investors, you can access a wider range of stocks and shares than would be available individually. Investment risk is spread through the use of collectives, primarily investment trusts, where we have many years of expertise. We offer growth, income or balanced strategies, all managed on a discretionary basis by our investment managers.

Monitoring your portfolio

Your investment manager will keep you up to date with the progress of your portfolio by sending detailed six-monthly reports and transaction statements. You can also monitor your portfolio on line at any time through our secure internet link. View your online portfolio.

For more information about about ISAs or to arrange a meeting with one of our investment managers, please complete our enquiry form, send us an email or call us on 01223 720207.