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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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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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