After meeting your Client Relationship Manager, you will receive an in-depth report summarising what you have discussed. This will set out in detail the personal investment portfolio we believe is right for you.

The portfolio we recommend will be structured to take account of:

The return you are aiming for

The amount of risk you are prepared to accept to achieve your aims

The length of time you want to invest for

Your portfolio is likely to contain a combination of the principal building blocks of investment – cash, bonds and equities (shares). Cash for any short-term spending requirements you may have and a broad spread of bonds and shares to help you reach your medium/ long-term aims.

When planning your portfolio, we will take full advantage of types of investment, which provide tax-efficient income and growth, such as ISAs.

It’s not a problem if you have several financial goals you want to achieve. With Inscape you can have several different portfolios, each with a different purpose.

You will have the opportunity to discuss our recommendations in full with your Client Relationship Manager before deciding whether to proceed.

We don’t charge for designing your portfolio and take great care to ensure that you do not feel under any pressure when making decisions about your savings and investments.

But building your portfolio is only part of the Inscape service.