investment

Discretionary investment

To provide you with the best service, we will work with you to create a portfolio that reflects your needs and views. As a discretionary client, you are free to impose restrictions on the type of shares our fund manager can buy or sell within your portfolio.

All discretionary portfolios are reviewed on a rolling basis and in addition, clients receive formal reports twice yearly. After the end of each tax year the report sent will include all the information necessary for the client's tax return. Also included are details of the portfolios performance, along with recognised market and industry benchmarks.

All stock is normally held within the nominee company. (Read more about our nominee service.)

Our standard fees for discretionary investment are available on request.

Further information about Ashton Graham Investment Services is available by exploring the links below:

• Discretionary Investment Management
• Advisory services
• Execution-only services
• PEP and ISA management
• Nominee service
• Valuation

Ashton Graham is authorised and regulated by the Financial Services Authority. Ashton Graham Solicitors is regulated by the Solicitors Regulation Authority.