Focussed Portfolio Service
Our Focussed Portfolio Service shifts the emphasis in the portfolio onto those areas that we see as offering the best profit potential. For example, whereas the Diversified service would maintain a constant allocation to, say, property, this asset class would not be found in the Focussed Portfolio Service if we believed that there were better areas in which to invest.
This service includes the initial investment advice and setting up of 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.