Portfolio Planning img

Portfolio Planning

The Cartlidge Morland Portfolio Service enables pension scheme members to access the regularly reviewed investment expertise that is normally only available to wealthy individual investors. For pension scheme members who do not have the necessary time or expertise, our service helps with fund selection and increases the chances of positive outcomes at retirement, whilst always remaining aligned with each individual’s preferred investment risk profile.

Our investment professionals evaluate the relative merits of the pension funds available, building a range of portfolios specifically for your pension scheme. We only select those funds that meet stringent criteria and accord with your view of the current world investment outlook and/or socially responsible investment criteria. Respecting that each member of a pension scheme has his or her own individual attitude to investment risk, we tailor a range of compatible portfolios to suit every risk profile.

For more information, simply call us on 020 7709 5560 or complete the online contact form.

Past performance is not a guide to the future. The value of investments and income arising may go down as well as up.

The level and bases of reliefs from taxation may change. Statements relating to taxation are based upon current taxation laws and practices, which are subject to change.

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