Equity Trustees’ portfolio management service removes the administrative burden of looking after your investments. Our three levels of service mean you maintain as much or as little involvement in the day-to-day running of your finances as you like. You may choose to use our expert investment advice or even utilise our bill paying service: Total Care.
Our service is tailored to your needs. This means your dedicated private client adviser can take care of everything from your investment record keeping through to investment advice, discretionary portfolio management and the payment of your daily bills.
They will work closely with you or your adviser to develop a personal and tailored investment plan.