Unique Portfolio ServiceAnderson Lloyd LLP, in partnership with Walker Crips Investment Management are pleased to offer a series of six income and growth portfolios which can be blended or used independently and are designed to help clients achieve their investment objectives within their accepted level of risk, individual situation and the time they expect to hold their investments.
- No platform charge, no hidden fund charges or fees. Straight forward simple fees.
- Actively managed including direct equities and bonds to help reduce costs and Risk Targeted to help maintain on-going suitability
- Joint seminars where investors can actually meet the person who manages the money
- In certain circumstances joint meetings with both Anderson Lloyd and Walker Crips team members.
- Local people providing a dynamic local solution