Our discretionary service provides the day-to-day management of your account and suitable investment decisions based on appropriate pre-agreed objectives. We understand the importance of performance and bespoke service for the professional management of your account .
You will receive regular performance and asset allocation updates through quarterly or semi-annual valuations and contract notes for each transaction. The service also offers, a comprehensive year end tax package, as well as access to your account online. As part of our commitment to a personalised service, your investment manager is always available to assist you.
Overall financial planning is becoming increasingly important with the complexities of global markets. Our affiliate company Eden Financial Advisers, offers a full range of services (pensions, retirement planning and insurance) to help you navigate and make the right choices for a financial foundation for life.
Please note that whilst Eden Financial Advisers Limited is a wholly owned subsidiary of Eden Financial Limited, it is separately authorised and regulated by the Financial Services Authority. |
