Private Portfolio Service

    Financial advice to help you live the life you want.

    Our Private Portfolio Service suits investors who want access to advice from a financial adviser - coupled with the expertise of an in-house investment team.

    Online access

    Existing clients and advisers can access their accounts online.

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    Investment options

    Our Private Portfolio Service suits investors who want access to advice from a financial adviser - coupled with the expertise of an in-house investment team.

    We offer clients an adviser to answer any questions you have about your investment journey. You can expect your adviser to:

    • understand what's important to you

    • provide advice and recommend an investment portfolio aligned to your goals

    • simplify complex financial decisions

    • establish a long-term partnership with you.

    Contact us

    If you have any questions or would like more information on our Private Portfolio Service, please email us at [email protected] and a member of our team will be in touch.