Discretionary Investment Management Service

If deemed appropriate for your circumstances, we can also offer you access to a discretionary investment management service provided by my wealth.  If this service is suitable, your Adviser will create a tax-efficient strategy to fit your specific requirements, taking into consideration your attitude towards investment risk. You will then have the benefit of active management of your recommended investments, ensuring they continue to remain appropriate.

my wealth operate on a discretionary basis, so they are not only free to use the financial products from all financial institutions (the same as an Independent Financial Adviser), but by employing professional Investment Managers, they can also invest directly into the underlying investments of these products i.e. directly into investments such as corporate bonds, gilts and shares.

Therefore, it can establish truly bespoke portfolios of investments for its clients, choosing investments from the whole investment universe and importantly, without any restrictions.

If you would like to find out how you could benefit from an ongoing management service please contact us.