Our discretionary investment management services are particularly suited to people who want to be kept up-to-date with their finances, but either do not have the knowledge or expertise to manage their own portfolio - perhaps because they lead busy day-to-day lives or because they are enjoying retirement. The bespoke discretionary service is tailored to suit your individual circumstances, objectives and timescales.

For instance a portfolio can be constructed to provide regular redemptions to pay for school fees or high levels of income to supplement a pension, or an increased risk profile to try and achieve higher levels of capital growth for when it may be needed in future years.

The Value Investment Portfolio VIP has an overall objective of medium to long-term creation and preservation of wealth utilising an overall medium level of risk. If you wish to pursue a more individual investment policy then our bespoke discretionary service may be more suitable for your needs.

The Inheritance Tax IHT Portfolio Service is designed to help limit the effect of inheritance tax without limiting access to and ownership of your capital. By taking advantage of Business Property Relief BPR on qualifying shares you can claim per cent tax relief once the portfolio has been held for two years. Use our enquiry form or write to us if you have any questions regarding our products and services.

Investment & Portfolio Management | Wealth Management | Barclays

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Consumer Discretionary

Call Head Office on or your local branch. Redmayne Bentley Stockbrokers Call us today on Discretionary Services Our discretionary investment management services are particularly suited to people who want to be kept up-to-date with their finances, but either do not have the knowledge or expertise to manage their own portfolio - perhaps because they lead busy day-to-day lives or because they are enjoying retirement.

Bespoke Discretionary Service The bespoke discretionary service is tailored to suit your individual circumstances, objectives and timescales. Investments and income arising from them can fall in value and you may get back less then you originally invested. Tax treatment depends on specific circumstances of each individual and may be subject to change in the future.

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If you require more guidance with investment decisions or wish to place the management of your portfolio in expert hands, please contact your local branch or call and we will discuss with you the suitability of our services and products.

Call us Call now for a no obligation discussion: Advisory Services Inheritance Tax Portfolio Service Share Dealing Service. What Our Clients Say Find out more about what our clients say about us Branch Finder Redmayne-Bentley have High Street branches throughout the UK. Market News US weekly jobless claims fall to year low in week to 25 April 30 Apr Registered in England and Wales.

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