Services Available from TFS

Discretionary Managed:

This is one of our most popular services and is suitable for clients wishing to delegate their investment decisions, portfolio monitoring and administration to TFS.

The pace of change and volatility in the financial markets is increasing. The majority of investors clearly neither have the time, inclination nor background knowledge to fully understand the complexities of potential investments and macroeconomic data.

With the discretionary managed service we will take all the investment decisions based on the details you have given us in respect of your timescales, attitude to risk, and investment objectives. In addition to the periodic reviews of your portfolio, you can also contact us at any time in order to discuss how your portfolio is developing, or to change the mandate within which we operate.

Having already established your investment objectives, your attitude towards risk and your timeframe, your client executive can take into consideration any limitations or restrictions that you may wish to impose. This can be in the context of your tax position or it may be that you want to avoid certain investments for ethical reasons, and that will be clearly understood.

Your investment may be funded either from cash or by transferring existing investments to TFS, or a combination of both, and will be held in TFS Nominees on your behalf.

The minimum investment for this service is £50,000.

 

Advisory Managed:

The Advisory Managed Portfolio service is suitable for clients wishing to retain control of the investment decisions, but want the advice and support of a client executive, who will monitor your portfolio and make recommendations when appropriate.

You will already have agreed your investment objectives, your attitude towards risk and your timeframe with your personal client executive. You will then be contacted for your explicit approval for each and every investment decision. Therefore, you still have all of the benefits and contact with a personal client executive, with regular monitoring and proactive advice but with the final decision remaining with you.

Having already established your investment objectives, your attitude towards risk and your timeframe, your client executive can take into consideration any limitations or restrictions that you may wish to impose. This can be in the context of your tax position or it may be that you want to avoid certain investments for ethical reasons, and that will be clearly understood.

Your investment may be funded either from cash or by transferring existing investments to TFS, or a combination of both, and will be held in TFS Nominees on your behalf.

The minimum investment for this service is £50,000.

 

Additional Services:

TFS has a range of additional private client services available.

These include:

Advisory Dealing Service: suitable for clients wishing to retain control of their investment decisions, but want the advice and support of a client executive as and when required.

Execution only Dealing: for clients who wish to make their own investment decisions.

Probate Services: to help clients in the unfortunate position of having to value an estate.

If you require further details on any of these additional services please contact your client executive.

 

 

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