Online investment service
We have an online investment service where you can invest in a portfolio matching your personal circumstances and attitude to risk.
Simple and affordable
- Invest your ISA allowance – plus more if you choose.
- A portfolio designed to meet your needs.
- Online investing – with qualified advisers just a call away.
To get started all you have to do is answer a set of simple questions to assess your attitude to risk and financial situation. This will generate a free investment proposal for you in less than 10 minutes.
Or you can call Emma Hannon, a qualified Lucas Fettes financial planner, on 01733 890 842, and she’ll guide you through the process.
A professional investment management team to manage your money.
Once your account is set-up you can login at anytime to see how your investments are doing. Each month the investment managers undertake a thorough review of your portfolio, ensuring it remains true to your risk profile and making any changes as required.