The investment team have access to specialist research tools, which can help with portfolio construction and asset allocation. After careful analysis of a client’s risk profile, our advisers can construct a portfolio to meet the client’s objectives, whether there should be growth or income and ranging from cautious through balanced to speculative portfolios.
Individual assessment is given to all cash and Maxi (equity) ISA’s and all OEIC’s (Open Ended Investment Companies – formally Unit Trusts) can be accessed and held on our investment platform.
For an investor seeking to shelter income from tax at the highest rate, specialist advice is available on Venture Capital Trusts (VCT’s), Enterprise Investments Schemes (EIS) and Film Partnerships.
For more information contact: Trevor Law - Telephone: 01675 446500 Email: tilaw@montpeliergroup.com |
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The investment team have access to specialist research tools, which can help with portfolio construction and asset allocation. After careful analysis of a client’s risk profile, our advisers can construct a portfolio to meet the client’s objectives, whether there should be growth or income and ranging from cautious through balanced to speculative portfolios.