Bespoke Investment Portoflios

King & Shaxson

Our highly personal service not only takes the effort and worry out of investing, but is also tailored to suit the clients individual values. The client, whether that’s an individual, company, trust or charity, set the ethical and financial criteria. This means the screens applied are based on the completed Values -based Questionnaire, which is then reflected in a personally designed portfolio. This means, unlike in the model portfolios, you are in complete control of the ethical screen we’ll abide to.

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