Our Private Portfolio Service suits investors who want access to advice from a financial adviser - coupled with the expertise of an in-house investment team.
Online access
Existing clients and advisers can access their accounts online.
Investment options
Our Private Portfolio Service suits investors who want access to advice from a financial adviser - coupled with the expertise of an in-house investment team.
We offer clients an adviser to answer any questions you have about your investment journey. You can expect your adviser to:
understand what's important to you
provide advice and recommend an investment portfolio aligned to your goals
simplify complex financial decisions
establish a long-term partnership with you.
Contact us
If you have any questions or would like more information on our Private Portfolio Service, please email us at [email protected] and a member of our team will be in touch.