We welcome approaches from prospective clients. An initial meeting will enable you to learn more about us and our investment philosophy, whilst we ensure that we have all the necessary details of your financial background, current assets, future plans and particular needs.

A detailed investment review is then prepared, without charge or obligation. This outlines our current view of the major world markets and sets out how we believe the funds should be managed in the long term. It also includes a possible asset allocation, our views on existing holdings and tax considerations, where appropriate.

If you are happy with the proposed investment strategy, we will ask you to sign and return a Client Agreement.

Charges

Regular charges are payable six-monthly in arrears. Fees for the discretionary investment management service are 1% per annum.

Meet the Team

Click here to view the members of staff working in Investment Management.

Contact us: investment.management@nwbrown.co.uk