At the core of many financial products is a portfolio of investments. It is important that the risk and reward ratio matches a particular objective. We offer a Portfolio Management Service, utilising Wrap or Platform technology, which delivers a full range of portfolios catering for most investment objectives. Highly specialised requirements can be met through bespoke portfolio design.
The Portfolio Management Service is enhanced by regular contributions from Ibbottson, and Old Broad Street Research (OBSR). The service is delivered on the Paradigm Wrap, on the Nucleus Platform. Clients have online access to view their holdings, whether in Individual Savings Accounts (ISAs), Pensions, Open Ended Investment Companies (OEICs), or Investment Bonds (on and Offshore).
We have found the service of great benefit to many of our clients who enjoy being well organised, having continual access to clear and concise reports and in the knowledge that their wealth is being carefully managed.
Hardy's Financial Advisers
1 Belmont Office Park 232-240 Belmont Road BELFAST BT4 2AW
033 3121 2233
033 3222 3732
078 6090 6852