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Portfolio Management Service?
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A friend of mine has using just started using Bank of Scotland's Portfolio Management Service and has been impressed with the service so far. If I remember rightly HL were discounted at an early stage by him due to their costs.0
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I would say that you should typically avoid the banks for discretionary management. They typically have higher staff turnover, are not very cheap and seem to churn for churn sake.
I love it when I come across a bank Discretionary management as its an easy one to take off their hands
You need to develop a relationship with your investment manager and having one that changes every 6-12 months is not good for your investments.I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.0 -
Any recommendations for a DFM in Northern Ireland?0
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