Discretionary Portfolio Management

Discretionary management allows you to hand over the day-to-day running and decision making for your investment portfolio to a discretionary manager.

Once we have agreed a suitable investment strategy the discretionary portfolio manager will make all of the investment decisions on your behalf which means they can act swiftly when circumstances change.

This approach has the added benefit of simplified paperwork including annual tax summaries where appropriate.

If we agree that discretionary portfolio management is right for you, part of our financial advice process involves choosing a suitable discretionary portfolio manager for you and deciding how much of your investment portfolio should be managed in this way.

We will also agree a level of investment risk that you are happy with and whether you require an income, capital growth or both from your portfolio.

Share dealing

Part of the discretionary portfolio management service can involve dealing in individual shares either via the manager or, should you prefer, we can arrange your own share dealing account.

Please note that Amber Wealth Creation do not hold client assets. Discretionary portfolio management is undertaken by a specialist independent third party who are themselves regulated by the Financial Services Authority.

Amber Wealth Creation Ltd is authorised and regulated by the Financial Services Authority. FSA Registration No: 401162.
Please note that the Financial Services Authority does not regulate taxation and trust advice, wills, bank deposits, national savings and some forms of buy to let mortgages and commercial mortgages.
Your home may be repossessed if you do not keep up repayments on your mortgage.