The investment solutions that we offer are designed to meet your specific needs. Whether you want to take an active lead or free-up your time by delegating day-to-day investment decisions, we are committed to your financial success.
An M & M Investment Mandate combines a wide range of our investment capabilities into one tailor made offering. We will assist you to define your investment risk profile ad consider all of your financial and personal circumstances, this enables us to manage your assets in the most appropriate way to achieve your goals.
Advisory Investment Service
Our advisory service is designed to provide our clients with the ultimate decision making behind all their investment portfolio. We will support you with our expertise offering regular proactive market analysis and diligent investment advice specifically based on meeting your needs.
You will be designated a personal Investment Adviser who will be fully qualified to advise you on your investments. There will be frequent communication from your adviser helping you optimise the performance of your investment portfolio.
Our advisers have access to A wide range of investment opportunities, including over 2,500 Unit Trusts, Open-Ended Investment Companies (OEICs) and Exchange Traded Funds. Within this service you will have access to maximise tax efficiency via ISAs and Pensions.
You will receive in depth reporting and tools to help you manage your investments with M & M. A detailed report will be produced every 6 months providing you with an overview of how the investment portfolio has performed.
We can also offer one-off investment advice if ongoing investment is not required, please speak to us about your requirements and we will be able to inform you of how we can help.
Discretionary Investment Service
Our Discretionary service at M & M allows you to hand over the day-to-day management of your investment portfolio to your Investment Adviser, who will monitor your holdings and make the investment decisions on your behalf. Financial markets can be complex and cumbersome to follow, through our Discretionary Investment Service your Investment Adviser is able to react quickly to situations as they develop and make investment decisions without having to require your consent on each decision. We diligently monitor your portfolio to ensure that it continues to be invested in accordance with your risk parameters and long term objectives set out in our discussions.
Your Investment Adviser will meet with you regularly to analyse and discuss the performance of your discretionary portfolio. Statement and valuations will be provided so that you are able to review the portfolio yourself as well. We handle all the administration and paperwork of putting the portfolio into place and throughout the tenure of your investments. You will also have the ability to monitor your portfolio online through a secure, password protected area online. Your Investment Adviser will provide you with all the details.
Very similarly to our Advisory Investment Service our Investment Managers can call on a wide range of investments in order to design your portfolio and manage it. Our Investment team has access to large amount of internal and external research to ensure that we are making the right investment decisions based on your circumstances.