PAM (Portfolio Advisory Management) is our ongoing service which:

  • Manages our investment portfolios, and where we fall out of love with a fund, we will write to you to recommend a fund switch
  • Provides regular policy summary valuations with performance analysis, asset allocation analysis, assessment of risk and market commentary
  • Monitors your objectives and attitude to risk and appropriateness of your arrangements
  • Organises bed ā€™nā€™ ISA transactions and income / withdrawal payments
  • Includes ongoing support from our team by telephone and e-mail.

The repeated application of this disciplined approach ensures your money is employed in the most efficient manner to meet your objectives.

The PAM service is available for portfolios above Ā£150,000