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.