Diversified Portfolio Service
The Diversified Portfolio Service is designed to give investors a "spread" of investments across a range of different asset classes. The idea is that by diversifying your risk, your investments are less concentrated in specific areas. Whilst this helps to limit downside risk, it also means that you cannot focus your investments in areas that may offer greater profit potential.
This service includes the initial investment advice and setting up an investment portfolio. For further portfolio advice and ongoing monitoring, we offer a "Regular Review" service which can be subscribed to at the choice of the client.