The new discretionary investment management service has the benefit that clients are able to instruct us to manage an investment portfolio on their behalf, without us needing to make contact each time we decide that it is advantageous to adjust the holdings in the portfolio. This will enable us to respond more quickly to market events, whilst clients have the peace of mind knowing that their portfolio is in safe hands and managed professionally.
The new service will also suit many trustees, including charities, where it is impractical for disparate parties to be consulted on every transaction undertaken in an investment portfolio.
For more details of our discretionary investment management service, please do not hesitate to get in touch 01392 875500 or info@SeabrookClark.co.uk