Client Login
Discretionary Portfolio Management
Entrust your financial aspirations to our tailored Discretionary Portfolio Management service. We recognise the weight of your decision to delegate the management of your money, and we approach this responsibility with the utmost care and can ensure your portfolio is tailored to your unique needs.
Peace of mind that your money is being looked after
Experience the assurance that comes with a dedicated partnership. Our bespoke discretionary portfolio management thrives on cultivating a lasting relationship between you and your personal Financial Planner. We take a holistic view of your life, financial standing, and future aspirations to construct an investment portfolio that best aligns with your particular goals.
INDEPENDENT THINKING AND STEADY OF HAND
Our commitment lies in helping you forge a path toward long-term financial success. Through independent thinking and a steady hand, we assist clients in developing investment plans tailored to their unique objectives. Your portfolio is meticulously curated, incorporating a diverse blend of investments that align with your goals and risk tolerance. Collective investment funds, such as unit trusts, typically play a pivotal role, providing an optimal balance of diversification, careful management and flexibility.
UNDERSTANDING RISK
Embrace the reality that no investment is entirely risk-free. The value of investments can and will fluctuate, presenting both opportunities and challenges. Your capital is put to work in the market, and therefore there is a possibility of receiving returns less than your initial investment. In addition, past performance is not always indicative of future returns. However, taking on risk is a key component to achieving future potential reward and together we can work to both ensure you understand these risks, as well as make sure you get the best potential upside for the risk you do take on.
SERVICE BENEFITS
Since we founded in 1992, we’ve been managing our clients’ investment portfolios according to a strong set of principles.
Robustly researched high quality investment selection process
Investing in areas that represent good value at the time of purchase
Continually review investments to ensure sustained quality
Avoid fads and fashions in favour of steady, long-term potential
Download a copy of our Fee Schedule
For more information on our Discretionary Portfolio Management Service give us a call on 01608 695100 or get in touch
Here at Wise Investment, we are one big happy family.
Since 1992, we have helped families grow and we continue to help their children, and some friends too, to make wise investment choices in Financial Planning and Wealth Management.
As an employee-owned business, our people each own a share in Wise Investment. Our staff have the entrepreneur spirit – they share the success of Wise Investment, its reputation and longevity.
Our people stay with us, and you’ll have a regular contact who knows your account. Like a family business, we go above and beyond to look after our customers, personally managing your objectives and providing the best service.
About usCONTACT THE WISE TEAM
We’ve been helping generations of families manage their investments since 1992. Contact us today to discover what makes us unique.