The INFORMED Overview

If you have significant sums you may wish to have your investments managed in a portfolio. In doing so at Informed we set out first to understand your financial objective then development with you relevant and appropriate investment strategies to meet your long term needs

Managed Portfolio – The Key Benefits

  • Individually tailored service
  • Complete confidentiality
  • Relevant Investment risk and reward strategy
  • Top investment managers
  • Full documentation

A balanced approach across the board

Investment management can be time consuming with sometimes difficult decisions to be made at the right time, from global exposure to asset allocation and investment concentration and to do it on an on-going basis.

Making it easier for you

The Informed Managed Portfolio Service allows you to delegate the decision making freeing you to get on and run your own business. Of course you will want to be kept fully informed that up’s why our regular fully detailed reports are always available to you through our fully protected online service.

Investment planning that’s right for you

Informed IFA actively invests investment funds across a wide range of different asset classes in the UK and around the world. Our Managed Portfolio service starts with a full analysis of your circumstances, current investments in the light of your needs and opportunities both now and in the future.

If you have £20000 or more to invest then let Informed free you up to do the things you do well by managing your portfolio
Of course our first meeting leaves you with no obligation or cost. We look forward to helping you to become informed.

Make your first step towards getting in touch

Simply call 01628 638822 or just use the reply email.

  • ‘Informed made the whole process easy and we are enjoying our new home’

  • ‘I wanted to ensure the contiguity of the business after I’d gone. Informed have help me do it.’

  • ‘When the bank insisted we needed Key man insurance Informed helped us set it up very quickly’