The DFM normally start by conducting an in-depth consultation to establish tolerance for risk, expected return, income requirements, tax position and any ethical views that need to be taken into account. Their aim is then to build bespoke solutions that is tailored to your specific needs and aspirations. For this reason, every Investment Manager has the autonomy to manage your portfolios as he or she deems appropriate.
The range of services also includes facilities for those who want to realise proceeds from shareholdings, perhaps for reinvestment into alternative tax-advantaged and professionally managed investment solutions. Additional support is available for investors who need help in managing tax liabilities on capital gains on the disposal of shares.
Typically Clients with investable assets worth in excess of £150,000 may consider this option, if you would like to discuss this area further, or you would like to review your existing portfolio please contact us.