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Cambridge Office: 01954 23365001954 233650
Bury St Edmunds Office: 01284 72260001284 722600

Preferred Wealth Management

The Preferred Service is our premier level of service.  The use of the latest technology now enables us to offer you a complete investment and wealth management service. Please download the Guide to Our Service Proposition.

This service includes: –

  • Access to Gibbs Denley’s range of Model Portfolios
    A range of portfolios overseen by Gibbs Denley’s Investment Committee, designed to meet your attitude to risk.  Each portfolio is reviewed at least quarterly.
  • Access to Investment & Taxation Advice
    You will enjoy access to qualified individuals who can advise you on all aspects of investment advice and tax planning.
  • Online Valuations and Reporting
    We will provide access to Preferred Online, giving you the ability to view your portfolio 24/7.
  • Personal Support
    Your account will be handled by a dedicated Client Manager, who is supported by an administration team.You will be given the opportunity to meet with your Client Manager on a regular basis.Valuations will also be sent to you at an agreed frequency.
  • Enhanced Trading Capability
    Simple and cost-effective trading, including fund switching and movement between different types of investment.
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Contact our Cambridge or Bury St Edmunds office to take the next steps

Please contact us using the details below or, if you would like Gibbs Denley to call you back at a time that is convenient for you, please fill in the form below.

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