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Investment Management

A wealth of experience

A wide range of investment services for private clients, from a well-qualified and experienced team that controls £800 million of client funds, of which around £500 million is actively managed.

Please read the following important information regarding our investment services.

AIM Portfolio Service A professionally managed AIM portfolio offering potentially high capital growth and inheritance tax benefits.	Charities and Pensions Investment portfolio services for trustees of charities and pension funds. We also advise trustees on investment powers and objectives.
Portfolio Management Investment management services for private clients, trusts, charities and pension funds.	Resources and Analysis Our investment management team, which has collectively over 150 years’ expertise, uses sophisticated research and analysis tools.
OEIC Pooled investment funds that give investors the diversification and active management of a large managed portfolio. CF TC Balanced Portfolio Price (p) 106.92 Yield (%) 2.15 CF TC Income Portfolio Price (p) 91.77 Yield (%) 5.79 Source: FT Interactive	Podcasts Click here to listen to Alex Montgomery talk about our approach to managing clients' investments.
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