Investment Management


We offer discretionary investment management services for financial advisers and their clients, including our range of risk targeted model portfolios and our AIM Inheritance Tax Portfolio Service.

Experience across the board

Over many years of investment management experience, our detailed platform knowledge and a strong customer focus help us to deliver the very best outcomes for you and your clients. It’s not what we say that matters, but what we do.

Our business has grown significantly over the years, and we now offer a range of discretionary managed risk-targeted model portfolios that are available through third party platforms. Our AIM IHT Portfolio Service is available as a model portfolio, offering significant cost and administration savings.

Of prime importance is delivering high quality service to you and your clients.

Get In Touch

I'd welcome the opportunity to discuss our services and where we can help you and your clients, so please get in touch.

AJ Bell:

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