We are able to offer a portfolio of investment services to assist you in the management of your personal or corporate wealth. Our investment management services go hand-in-hand with our wider financial planning services.
Dedicated In-House Team
To offer the best possible investment services, we have developed our own Investment Model Portfolios, which are managed by our in-house investment team, who monitor the day-to-day performance and report in to Gibbs Denley’s Investment Committee,
Bespoke Investment Services
We create a customised portfolio with you to ensure the ongoing suitability of your investments, starting with building a detailed profile of your circumstances and aspirations. We aim to match your individual circumstances and goals with your requirements for immediate income, long-term capital growth, or both.
Balancing Risk with Requirement
We will 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.
Advisory or Discretionary Investment Management
Our Investment Model Portfolios are available on an Advisory or Discretionary basis, allowing you to chose the option that best suits your circumstances.
Flexible, Responsive Service
We will provide regular reviews and updates as a key part of our service to you. In a rapidly changing market, we will keep a vigilant eye on the impact of any changes, either in your circumstances or externally, and we will give you the guidance you need to respond appropriately.
Online Performance Tracking and Reporting
We will provide online access to our Preferred products.
Please note, the value of investments is directly linked to the performance of the fund selected and may fall as well as rise. You may get back less than the amount originally invested.
You can view our FCA Pillar 3 Disclosure document here.