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Cambridge Office: 01954 23365001954 233650

Bury St Edmunds Office: 01284 72260001284 722600

Chelmsford Office: 01245 29070201245 290702

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 Investment Model Portfolios
    A range of portfolios overseen by Gibbs Denley’s Investment Committee, designed to meet your attitude to risk. These are available on an advisory or discretionary investment management basis. 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.

The value of investments are 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. 

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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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