Our Advisory Investment Service is ideal for clients who have an interest in capital markets, evaluating economic and company research, and making investment decisions independently, whilst still having support from our experienced team of investment professionals.
We will work closely with you to understand your level of financial markets knowledge and experience as well as your particular requirements so we can advise you on the optimum blend of assets for your agreed strategy.
You retain direct control of your portfolio with the benefit of receiving professional opinions on investment matters, as well a wide-range of investment research, tailored to your individual circumstances and investment objectives.
If you would like to know more about our Advisory Investment Services please call Allan Stewart, Director on +44 (0) 1534 709597 or email allan.stewart@oakbridge.je