Investments that perform

Investment & Wealth Management
The Gibbs Denley Group now have £100 million of clients' funds under direct management for a wide range of individual, corporate and trustee clients. 

Preferred Wealth Management Service
In recent years we have developed our Preferred Wealth Management Service for those clients who wish to take advantage of proactive quarterly reviews using the latest technology to enhance the accessibility and flexibility of their portfolios.  Click here for full details.

If you are already registered and have your adviser ID, on the link below to go to your Preferred online account.

Gibbs Denley clients

Ling Cook clients

Pinney Moore clients

Our clients receive professional advice from a highly qualified Client Manager, supported by a dedicated team, who will

• Meet with you to establish your portfolio
• Regularly review your existing holdings and investments
• Recommend a customised portfolio of investments
•  Match your individual circumstances and goals with your objectives
• Keep a vigilant eye on the impact of any change, either in your circumstances or externally, and give you the guidance you need to respond appropriately.

Balancing Risk with Requirements
We ensure that your profile reflects the level of risk you are happy to take, and we will review your risk profile in line with changes in your circumstances.  Click here to see our descriptions of investments risk.

Professional Investment Management
At Gibbs Denley we constantly keep the products and funds we are recommending under review.  We employ a full time Investment Fund Analyst, Tom Sparke IMC, who has a number of investment appraisal software tools at his disposal.

Tom reports to Gibbs Denley's Investment Committee, which meets formally at least quarterly and is chaired by Mark Denley DipPFS IMC. 

The Investment Committee has developed a range of model portfolios available under our Preferred Wealth Management Service which are designed to match client's attitude to risk and are reviewed at least quarterly. 

The asset allocation models and fund research gathered to run our model portfolios are used widely across all our clients to ensure consistency and quality of advice.

Click here to see our latest Investment Market Review.

Popular Investment Products
As Independent Financial Advisers, we can place business across the whole marketplace.  Our most popular types of investment are: -

• Individual Savings Accounts
• Junior Individual Savings Accounts
• Unit Trusts or ICVCs (OEICs)
• Self-Invested Personal Pensions
• Investment Bonds
• Investment Trusts

Tax Planning
Many clients who utilise our Investment and Wealth Management services also seek tax planning advice and opportunities.  These include: -

• Reducing Income Tax and/or Corporation Tax via effective use of pension contributions
• Utilising allowances such as the Individual Savings Account limit
• Utilising their Capital Gains annual allowances
• Inheritance Tax Planning via the use of gifts and trusts

We work with your other Professional advisers to ensure you receive comprehensive and expert advice.