TwentyFive
A limited edition service called TwentyFive. This is an enhanced proposition to a limited number of families who may need a highly flexible, attentive investment service with additional benefits. - A portfolio specifically designed for the risk profile and objectives of the family, which is able to flex according to evolving needs. - Direct access by phone or email to a portfolio manager who is also a main board director of the firm. - A minimum of four face to face review meetings per year at a location to suit the family. - Secure online access to portfolio valuations. - Bespoke fee arrangements according to the family's requirements. - Access to a network of professional advisers with initial advice provided free. - Access to alternative investments via introduction to specific professionals. - Review of investment ideas on a case by case basis.