Investment Advice

Expert advice and dedicated support




Weatherbys investment service is all about giving good, impartial advice. For every client, we are committed to:

 
  • Understanding your financial circumstances
  • Advising on how to invest and how much risk to take
  • Taking care of account opening and administration on your behalf
  • Meeting with you regularly and being on hand when you need us

With direct knowledge of your financial situation, objectives and investment preferences, we can guide you toward the investment approach best suited to meet your needs.

INVESTMENT MANAGER

We can help you to choose an investment manager to look after your money.

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MARKET TRACKING PORTFOLIOS

We can build a portfolio for you using investment funds that simply track the markets known as “tracker funds”.

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Past performance is not a guide to future performance. The value of an investment and its income can both increase and decrease and you may not get back the full amount originally invested. The value of overseas investments will be influenced by the rate of exchange.

WEALTH PLANNING

Weatherbys can also offer a full Wealth Planning service, incorporating investments.

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ADDITIONAL SERVICES

We offer a range of highly bespoke financial services to meet the needs of our clients.

OUR SERVICES

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For more information about our Investments & Wealth Advice service, please contact our expert team