Portfolio Management Service

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Award-winning investment management

What is the Portfolio Management Service?

  • Allows you to hand over the day-to-day running of your portfolio to our expert investment team.
  • Most suited to those with portfolios worth over £100,000.
  • Receive personal advice from a professional consultant.
  • Helps consolidate your investments – reducing paperwork and saving you time.
  • Can help maximise your tax allowances – making use of ISAs, SIPPs and other investment methods.

Why use the Portfolio Management Service?

  • Your portfolio will be managed by our experienced investment and research team headed up by Mark Dampier and Lee Gardhouse.
  • Years of knowledge, experience and expertise all work towards getting the results you want from your portfolio.
  • Personal advice and attention before and after you invest.
  • Receive regular statements and updates on the performance of your portfolio – and check its progress online at any time.

Portfolio Management Service Update
Interview with Lee Gardhouse, Investment Director

Lee Gardhouse is the Investment Director and Portfolio Manager of the Portfolo Management Service. We talked to Lee about the recent problems in the stock markets and how the portfolios are positioned for the next 12 months.

Please note that this is not personal advice. Past performance is no guide to the future performance.

How to apply

Call us on 0117 317 1690 to book your free initial consultation.

Request a call back

Request a brochure

Have a question?

  • Email us
  • Call us on 0117 317 1690
    (Mon - Fri, 8:30am - 6pm)