Welcome to Portfolio & Pension Management
We are a low profile, non-sales driven business which is centred upon putting our client’s needs first and providing a first class service at all times. Our primary service is Discretionary Portfolio Management which we provide for personal investments as well as assets held within Self-Invested Personal Pensions (SIPPs) and Trusts. With over 30 years in business, our approach hasn’t changed, our clients will always remain at the heart of our business. Testimony to that is the fact that a large proportion of our clients have been with us for many years.