Advisory Investment Management

A Helping Hand for your Investments

Direct access to the expertise of your own personal investment manager.

You retain overall control of your portfolio and make the final investment decisions.

We were awarded 'Best Advisory Service' at the City of London Wealth Management Awards 2019

Advisory Investment Management

Our investment managers will need to meet with you first so they can understand your financial situation in full and what your objectives are. They will also discuss your investment ideas and how they believe your portfolio should be structured.

Expert Investment Advice

When creating and advising on your portfolio, we ensure that stocks are selected according to your specific individual needs. We are able to advise free from any restrictions such as 'house models', or in-house buy-lists or in-house funds that other providers may have. With no such constraints placed upon our investment managers, the result is that we can help create and advise on individually tailored portfolios.

How much does it cost?

An annual management fee of 1% of the value of the portfolio + VAT, subject to a minimum of £750 + VAT and calculated as a percentage of the total value of your portfolio, with payment collected in arrears via four quarterly instalments. Further charges may be levied and paid to your authorised professional adviser where agreed by you.

Standard commissions and charges on dealing. Please read our Advisory Investment Management: Schedule of Charges and Ancillary Charges at www.redmayne.co.uk/charges for more details.

The standard annual investment management fee for this service will be subject to a minimum fee of £750 plus VAT.

How can I find out more?

If you would like further information on our advisory investment management service, you can speak to one of our investment managers who will be able to provide you with further details. Please note that our advisory services provide advice on all types of investment instruments that might be suitable for our clients, although we do not provide a universal financial planning service on non-investment instruments or products. Consequently, our advisory services are categorised as focused independent advice.

Alternatively, you can explore our other investment management services to see if they are more suitable for your needs.

A Range of Investment Management Services

Why not explore our discretionary managed services:

Discretionary Investment Management

Learn more

Inheritance Tax Portfolio Service

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Our Investment Process

Learn more