Investment Management
Lindsays offers an exceptional in-house investment management service. Our dynamic and experienced team of investment managers, headed by Simon Murphy, provide a full range of services to assist our clients in maintaining and growing their wealth.
We provide advice on a wide range of investment opportunities, tailored to your specific needs. We discuss your aims and agree a level of risk that you are willing to accept, in order to structure a portfolio which reflects your personal preferences. We will always keep you regularly informed of progress.
As ISA plan managers we are able to incorporate tax-efficient management within your overall financial plan.
We can also collect the income from the investments and pay a monthly income to your account, if this is desired.
We offer our services on a discretionary basis and charge a competitive agreed fee.
See related services:
Tax, financial planning and asset protection Wills Powers of Attorney Executries
Lindsays is authorised and regulated by the
Financial Services Authority.