This service is for people who wish to delegate decision-making on investment matters to a professional investment manager. Our investment team take full responsibility for all investment management decisions and the administration associated with the account.
Investment decisions are made in accordance with an investment strategy that has been agreed with you after detailed discussions. You may alter the strategy at any time.
Our services help you manage your investments in as simple a manner as possible:
- Investment management in line with the agreed strategy
- Regular monitoring of your portfolio
- Additional services
Individual Savings Accounts (ISAs)
We offer Flexible ISAs and Junior ISAs (JISAs) with the facility to transfer an existing ISA or JISA to Fiske from another Plan Manager. Our Flexible ISA allows you to withdraw money from it and, later, put money back into the same ISA in the same tax year without affecting your allowance. Where appropriate, we encourage clients to make the best use of these tax efficient saving vehicles.
Self-Invested Personal Pensions (SIPPs) and Small Self Administered Schemes (SSASs)
We offer clients with SIPPs and SSASs the opportunity to invest their funds using any of our investment services (discretionary investment management, advisory managed or execution-only). We can advise on the management of income drawdown and the income and growth investment profile of such schemes. We work with third-party providers who handle the administration of these services.
We charge an annual management fee for our Discretionary Investment Management service, based on the portfolio value, a global custody charge, and transaction charges for each trade.
If you would like to read more about our Discretionary Investment Management service, click here.