SEnse Financial Solutions
 

Portfolio Management

Sometimes our clients ask us to take over the management of their share portfolio or ask us to sell it on their behalf to release funds for other purposes. We are not regulated for share dealing, whether this is on an execution only or advice basis, but we can introduce clients to separately regulated companies who specialise in discretionary portfolio management.

Many clients wish to remain involved to some degree in the management of their investments.  Sense can help you develop an investment strategy which is built around your own timeframes and objectives and which uses the products best suited to your individual attitude to investment risk and tax position.

Remember that the value of investments can go down as well as up and you may not get back as much as you put in.

Back to services page

    Sense Financial Solutions    
  Sense Financial Solutions

The guidance and advice contained within this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.Sense Financial Solutions is authorised and regulated by the Financial Conduct Authority under Financial Services Register number 616273.Sense Financial Solutions Ltd is registered in England & Wales at Companies House, number 5313395.Registered Office: 43 Walcote Drive, West Bridgford, Nottingham, NG2 7JQ
This site and its contents are ©2014 Sense Financial Solutions. No reproduction without permission.
Web Design by EA Design. Sitemap

Cookie Policy Click Here to view our Cookies Policy
IFA Logo - Sense Financial Solutions