Managed portfolio service
Benefits of our managed portfolio service
Peace of mind
It gives you peace of mind and allows you to focus on spending time doing the things you enjoy.
Regular monitoring
We carry out regular monitoring of the investment performance.
We deal with ongoing regulatory requirements
We deal with any ongoing regulatory and taxation requirements.
We offer a number of investments designed to meet a wide range of goals.
We understand everybody’s different, some people are conservative whilst others take a more adventurous approach. It’s all about finding the right balance between risk and reward.
Our managed portfolio service starts by establishing your investment goals, your attitude to risk and the investment timeframe. We then construct your portfolio in line with your criteria by selecting suitable funds with different asset classes from the country’s leading fund manager and investment houses. We can offer passive managed funds, actively managed funds or a blend of both. We adopt a pragmatic approach with the aim of maintaining flexibility at all times.
Regular performace reports
You will receive frequent performance reports depending upon the amount of your investment, with details of current holdings and the value of monies under management. We can, in most cases, offer an online facility to enable you twenty four hour access to your investment portfolio.
This service, we believe, offers access to a wide range of investment opportunities from some of the leading fund managers in the country, a comprehensive reporting and advice proposition at a very competitive cost.
Let's start planning your financial future today
Our tailored investment portfolio’s will help you maximise your financial returns.
Address
28-29 New Road
Kidderminster
Worcestershire
DY10 1AF
Phone
01562 68926
07753 761 296
07507 882 984
dale@bbi-ifa.co.uk
luke@bbi-ifa.co.uk
Office Hours
Mon – Fri
9am – 5pm
BBI IFA
BBI Independent Financial Advisers Authorised & Regulated by The Financial Conduct Authority. The value of your investment can go down as well as up and you may not get back the full amount invested. The Financial Conduct Authority does not regulate Taxation and Trusts. Your home may be repossessed if you do not keep up repayments on your mortgage. FCA No. 471166