General Discretionary Portfolio Management
We meet your precise requirements with intelligently managed investment portfolios
Each investor has a different attitude to risk. We listen to what you want to achieve and how you want to achieve it and then we use our expertise in discretionary portfolio management to tailor your portfolio accordingly.
Typically, our portfolios consist of direct investment in equities quoted on the UK Main Market, AIM and international markets.
Fundamental has delivered outstanding investment growth through our share portfolios which are suitable for General Investments Accounts, ISAs and SIPPs (Self-Invested Pension Plan).
Available on most major Platforms as well as through our appointed custodian.
Click here to view our latest Quarterly Review.
Why not tap into our specialist expertise and experience in investing by contacting us at [email protected] or 01923 713890.
Open an account
Simply complete the form and our Account opening documents will be sent to the email address supplied.