Your Investment Changes
Confirm Your Consent
Thank you for your responding to your most recent proposed investment changes. To confirm this change please complete the form below. The change will then be actioned by a member of our dedicated investment team.
Once processed, all updates will be reflected within your portfolio over the coming working days. We appreciate your prompt co-operation in helping us to ensure your portfolio remains best positioned.
If you have any queries in the meantime, please do feel free to get back in touch and we will be happy to assist.
Seamless Changes at Your Convenience
Explore Our Discretionary Advice Service
If you prefer us to handle changes on your behalf without needing your explicit approval, you can opt for our Discretionary Advice Service.
We believe that switching to LGT will benefit our clients as we are insourcing their resources and specialist team capability. LGT will provide more detailed research and we will use this to make changes to your portfolios.
If you would like to proceed with switching to LGT, please click the button below. Alternatively, to further discuss the partnership with us please book a call.
Please note, if you do proceed with the switch, this is not a time sensitive investment change and instead a management change, you will not see this reflected on your account immediately.
You will remain in the same portfolio, but the next time we want to make a change, you will not have to respond to a consent email.
The value of your investment and any income from it could fall or rise, and you may not get back the full amount you invest.
Past performance is not a reliable indicator of future results. We always recommend you talk to a qualified financial adviser before making any investment decisions.