Advisory Investment & Asset Management
Smith & Pinching Financial Services Ltd offers investment and asset management advice on an advisory basis. This means that we make suitable recommendations to you that are based on your particular circumstances; we then obtain your agreement to put the recommendations in place.
The advisory mandate effectively means that you make the final decision as to whether or not you want to partake in the advice offered by us.
It is possible to hold an incredibly diverse range of investments and assets. This includes, but is not limited to, the following:
- Unit trusts
- Investment trusts
- OEICs
- ETFs
- Stakeholder pensions
- Personal pensions (including SIPPs)
- Occupational pensions (including SSASs and EFRBS)
- Investment bonds (onshore and offshore)
- ISAs
- Trust investments
- Niche products (including VCTs, EISs and structured products)
- Properties (including the principal residence and investment properties)
Within certain of these assets, it is also possible to hold precious metals, antiques, wines and so on.
We offer two propositions in relation to the management of investment funds.
Firstly, we have a model portfolio service. This provides a range of range of pre-constructed investment fund portfolios to suit all attitudes to risk and growth/income requirements.
Secondly, we have a bespoke portfolio service. This provides the opportunity to construct a portfolio of investment funds that is entirely personal to you.
Smith & Pinching Financial Services Ltd is proud to offer a personalised approach to wealth management. We are able to administer many of these investments and assets via the Nucleus wrap, which we have found to be eminently efficient and effective for us and our clients.
