Managing investments responsibly

Investment Management

Our investment service starts with our planner, assesses the appropriate level of risk, implements any instructed investments, then uses our unique fund manager system to monitor, manage and regularly report upon the portfolio.

Charity financial goals and objectives
Understanding your attitude to risk and the returns you require
Agree the investment strategy that is most appropriate
Select suitable investments
Review and rebalance portfolio

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There are many investment opportunities available in the market, but choosing those that meet your appropriate level of risk and reward can be challenging.

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Investment management

Managing your investments responsibly

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Trustee protection

Protection for Trustees and Trusts

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Investwise is a trading style of Investwise Asset Management Ltd, which is authorised and regulated by the Financial Conduct Authority. Investwise Asset Management Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 5668967. Registered Office: 16 Park Road, Haywards Heath, West Sussex, RH16 4HZ. Registered in England & Wales number 5668697.

The Financial Conduct Authority does not regulate some forms of buy-to-let mortgages.

As a mortgage is secured against your property, it could be repossessed if you do not keep up the mortgage repayments.

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

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Call us today on: 01444 443322

Managing investments responsibly

Investment Management

For Charities & Trustees

Investment management

Trustee protection

Auto enrolment