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support@investwell-financial.com
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Mon - Sat 8.00 - 22.00
Sunday 9.00 - 20.00
support@investwell-financial.com
Mon - Sat 8.00 - 22.00
Sunday 9.00 - 20.00
Many of our clients look after other members of their family’s investments, such as children’s trusts or a spouse’s ISA. Often it is not cost-effective to manage smaller accounts on an individual basis so we offer a service that is managed on a discretionary basis that pools investors’ assets.
By investing through our Investwell Financial Service, you can achieve diversification, which can help reduce volatility regardless of your investment portfolio size.
At Investwell Financial our success story is built upon relationship, trust and word of mouth. Many of our clients have introduced us to members of their family to the extent that we often manage investment portfolios across multiple generations.
A choice of three portfolios with different investment objectives that pools your assets with those of others.
Pooling assets into a fund allows you to access our discretionary expertise on a more cost-effective basis.
Investing via a collective investment fund means there are no tax implications for the investor when buying and selling within the fund.
Many investors require a portfolio tailored to their needs but for those who don’t, this service can offer a fully diversified portfolio that invests in direct stocks as well as funds.
As a personal service is the hallmark of our success to date, clients of the Investwell Financial Service will also have an individual investment manager as their main point of contact. This helps us develop a relationship which means we can adapt as and when your investment objectives change.
I am particularly satisfied with the ease in which I can approach and communicate with my Investment Manager or his assistant.
Investing via a unitised, or pooled, funds can make investing very simple for those that don’t need a bespoke service.
Senior Investment Manager