For Smaller Investors

Old Dee Bridge, Chester

A smart strategy for the smaller investor

With the interest rates you can get from bank and building society savings accounts at an all-time low many people are considering investing their money to increase their returns. But for some, the amounts they currently have to invest don’t yet justify the costs of ongoing financial advice. Or they’d like to construct their own investment portfolio, but don’t know where to start.

Managed Direct is the perfect solution. It’s an online, fully managed investments and pension service that doesn't have any advice fees so you can have the benefits of a managed portfolio without the costs of ongoing advice.

Click below to find out more. If you have any questions we’ll be happy to help (and we’re always here to offer support using the service).

Of course if you do decide at any point that you would benefit from full financial advice please do arrange a free meeting to discuss your needs.