Many clients do not have the time, inclination, or detailed knowledge required to administer an effective set of investments, but still wish to be involved in the decisions that affect their portfolio. For these clients, the advisory managed portfolio service will meet their requirements.

Once you have applied for the service a representative of Pritchard Stockbrokers, or one of their appointed representatives, will contact you to discuss your investment objectives allowing for the construction of a portfolio tailored exactly to your requirements. These proposals will then be discussed and approved by you before any trades are executed.

Similarly once the portfolio is established, your holdings will be monitored by your personal investment advisor, who will contact you periodically with any recommendations, and obtain you approval before any changes are made to your portfolio.

Clients using this service will receive an investment commentary every six months, accompanied by a full valuation and schedules of all transactions, plus details of any dividends and interest received during the period.

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