Our fully discretionary management service is available for those individuals wishing to place their investment portfolio within a pension wrapper. We can manage the following types of schemes:
Small self-administered schemes
Self-invested personal pensions
Executive pension plans
Pensions often account for a significant part of our clients’ liquid assets. If you have a pension, whether it is a self-invested personal pension, a small self-administered scheme or an executive pension plan, we would be delighted to help. Our fully discretionary management service is available to those individuals and groups who already have, or who wish to place, their investment portfolio within a pension wrapper. We take great care to understand what our clients want, ensuring that we create a portfolio that will suit them and meet their requirements.
As you move through the different financial stages of your life – the accumulation phase, the consolidation phase, the preservation phase and the drawdown phase – you need to know that your relationship with your investment manager is built on the strong foundations of communication and a real understanding of what sort of pension plan will suit your needs. If you wish to set up a pension, we work with specialist financial planners who can advise you on the most suitable wrapper. We have custody arrangements in place with all the major pension administrators and we are happy to discuss setting up arrangements with new providers, if that is required.