In partnership with Rowan Dartington, we offer bespoke portfolio management and stockbroking services. Your investments are actively managed by professionals who tailor your portfolio to your specific goals, preferences, and risk profile.
Working closely with Smith Eliot Financial Management Ltd, Rowan Dartington can deliver truly bespoke investment solutions, all built on a foundation of sound financial planning. So you can rest assured that, whatever your goal, our approach is as individual as you are.
Bespoke Discretionary Portfolio Service
Ideal if you want to delegate the day-to-day management of your investments, Rowan Dartington will construct your portfolio and monitor your holdings, making the decisions on your behalf.
Stockbroking Services
Rowan Dartington’s variety of Stockbroking services allow you to decide the level of involvement you would like in the management of your assets. Whether you have a specific plan in mind or want to use their insight to inform your own, their leading team of experts are always on hand to lend their support.
These services are provided by Rowan Dartington, who specialise in discretionary management and stockbroking. Rowan Dartington deliver bespoke investment solutions along with dedicated support. Rowan Dartington is a wholly owned subsidiary of the St. James's Place Group.
Do get in touch with us if you need a bit more information about these services, or any of our other financial planning advice.