Whether you already take financial advice or not, we can tailor our services to your requirements
Bespoke
Transparent Fees
Independent
We like to offer a friendly and approachable service, you are able to visit our offices to meet with the people managing and producing research on your investments. We feel this offers a true level of accountability to our service and gives you the peace of mind to manage your finances effectively.
We offer a variety of bespoke discretionary investment service levels and portfolios, recognising that no two clients are alike.
Risk-Rated Portfolios
Built to suit your individual needs, based on your attitude to risk, capacity for loss and long term objectives
Specific Objectives
If you already have assets managed elsewhere, targeting goals such as retirement, we can explore managing other ‘pots’ to specific objectives
Specific Requirements
If you have specific requirements we can incorporate them in to the management of your portfolio
Multiple Accounts
Individual or joint general accounts
- ISAs
- Junior ISAs
- SIPPs
- SSAS
- Offshore Bonds
Vertem does not provide financial planning or advice.