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The First Meeting Building your Portfolio Managing your Investment What else do we offer? What our clients say?

Understanding your plans

We will begin by taking the time to get to know you, so that we fully understand what you want your money to do for you. Then we will agree specific investment objectives to achieve your aims.

We don’t believe your interests can be served by putting all your eggs in one basket. So we will build a highly diversified portfolio for you. This will be tailored to match your precise requirements within a flexible and tax efficient structure.

Your portfolio

Your portfolio will contain an appropriate, broad spread of individual investments in different markets. To manage these we employ a selection of the world’s leading investment managers, some of whom you cannot get access to in any other way.

We will look after your portfolio on a day-to-day basis, paying particular attention to controlling your exposure to risk. In this way, we aim to deliver consistent, strong returns over the long term.

 The First Meeting

Regular reviews

To ensure that we continue to meet your needs as they change, we will review your portfolio at regular intervals. And we will provide the support you need to manage your overall financial affairs in the most effective way.

Further Guidance

If you would like to find out more about Inscape and the services we offer before you book your appointment, a good place to start may be our straightforward Guide to Wealth Management. Simply call 0845 605 5600 to request a copy.
 
 
   
Santander Portfolio Management UK Limited is a wholly owned subsidiary of Santander Asset Management UK Holdings Limited. Registered in England No.3839455 at: Abbey National House, 2 Triton Square, Regent 's  Place, London, NW1 3AN, United Kingdom. Telephone 0845 60 55 600 calls may be recorded or monitored. Authorised and regulated by the Financial Services Authority for the provision of investment management services.

Abbey National plc advises on mortgages, a limited range of life assurance, pension and collective investment scheme products and acts as an insurance intermediary for general insurance.