Specialised Investments
In addition to proving portfolio management services we also carry out regular reviews on ‘one off’ or ‘limited period’ investment opportunities that come to the market. These are divided into their relevant categories, and we give our opinion on each based on our ‘in house’ assessment. This will also take account of external assessments from independent third parties, where available.
This service has proved very valuable to clients who have the opportunity to make specific investments from time to time from cash reserves.
Please browse the information and get in touch with us if you are interested in taking matters further.
N.B. Please note the details are for information purposes only and do not constitute investment advice or an invitation to invest. You should contact us before making a decision so that we can assess the suitability of the investment on your behalf.