Advisory Investment Service
Our Advisory Investment Service is designed to help clients achieve their financial and investment goals. Importantly, we will take the time to learn about your financial markets knowledge and experience as well as your particular requirements. This enables us to advise you on the optimum blend of assets for an agreed strategy.
The service is ideal for clients who have an interest in capital markets, evaluating economic and company research, and making investment decisions independently, whilst still having support from us throughout the entire investment process. In summary, you retain direct control of your portfolio whilst receiving professional opinions on investment matters, as well as benefitting from a wide-range of investment research. All of the advice provided is tailored to your individual circumstances and investment objectives.
If you would like to know more about our Advisory Investment Services please call Allan Stewart, Director on +44 (0) 1534 709597 or email allan.stewart@oakbridge.je