Even though they manage their own investment portfolios, some clients prefer the opportunity to discuss their ideas with an investment advisor.
Grace Tilly aim to provide the advice clients need to help improve the return on their investments, whether they are short term traders or investing for the longer term.
We advise clients of potential opportunities, place orders once a course of action has been agreed and will monitor movements in relevant stocks if requested to do so.
By appointing Grace Tilly as your advisors you benefit from our experience, investment ideas and access to all aspects of market information and opinion, whilst retaining control over the final decision on any action.
Grace Tilly cover a wide range of products and markets, including:
- UK and Overseas shares
- Government and Corporate Bonds and other debt instruments
- Managed Funds
- Self Invested Personal Pensions (SIPPs)
- Individual Savings Accounts (ISAs)
- Contracts for Difference (CFDs)
- Traded Options
Grace Tilly will assist the Portfolio Investor to answer questions such as:
- Investment Objectives. What are your investment aims?
- Portfolio Construction. What balance of different types of holdings do you require in your investment portfolio to achieve your objectives?
- Investment Selection. What types of investment are appropriate?
- Investment Suggestions. How pro-active do you want Grace Tilly to be in providing ideas and advice on your investment portfolio?
- Valuations. Would the provision of regular valuations be useful?
Grace Tilly will assist the Short Term Trader to answer questions such as:
- Market Selection. What do you want to trade, stocks or indices?
- Portfolio Selection. What kind of stocks or other investments do you want to trade?
- Market timing/entry. When should you open a position?
- Protective Stops. How will you know when to get out to preserve capital?
- Taking Profits. Under what conditions will you take profits?
- Money Management. What size positions are you willing to take?
At all times your contact will be with an experienced Investment Advisor whose aim is to help you to improve your effectiveness in the market and thereby enhance the overall return from your investments.
