The management of your investments is too important to be left to chance. If your wealth is to grow successfully, you need expert help to keep track of the ever changing financial markets.
Discretionary Investment Management
By appointing us as your Discretionary Investment Manager we will act on your behalf, taking care of the day to day decisions, being guided by the investment strategy previously agreed with you. As you have given us the authority to act with our discretion without seeking your prior approval, we can react more rapidly to changes in the financial markets and take advantage of investment opportunities as they arise.
With less than 2% of IFAs in the UK currently authorised to carry out Discretionary Portfolio Management we feel that our service offering can’t be matched. In recognition of our investment processes we sit on the Adviser Fund Index (AFI) panel. The panel provides an industry benchmark for advisers to measure their investment performance. With only 20 investment specialists in the country on the panel we feel that this is an accolade that supports our credibility.
Advisory Investment Management
If you want to have an input into the investment decisions within your portfolio then our Advisory service does exactly that. You will benefit from professional portfolio construction and monitoring and will receive a regular investment report with our recommendations.
Whether you’re a Discretionary or Advisory client your life will be simpler. You will be able to see all your investments and their respective performances at a glance on one report. This will not only save you time, but give you peace of mind as well.
Stock Broking Services
It’s a core belief that the cost of investing in the UK is too expensive compared to other countries and wherever possible we seek to minimise the effects of the underlying charges. With this in mind we have developed an in-house stock broking service which sets us part from other IFA practices.
To further reduce costs we have launched our own fund, the St Johns Core Realistic Fund in order to provide easy access to our discretionary investment management. Please contact us for further details.
Our Investment Committee includes an Economist, two senior Stockbrokers and two Fund Managers. Our investment specialists are at the centre of everything we do.
