Portfolio Management

Rafter Associates Financial Management Ltd offers a non-discretionary Portfolio Management Service for our clients.

A non-discretionary service means that Rafter Associates will consult with you and get your written agreement on any recommended portfolio structure, fund sale or purchases before they are implemented.

We do this for the following reasons:

  • We want you as a client to understand what we are recommending and why and be comfortable that the recommendations we are making for you are suitable for your Financial Objectives and Risk Profile.
  • By having you agree to our recommendations in writing it confirms that you have understood the reasons for the recommendations and are happy to agree with them.
  • This also results in you the client having a copy of all our recommendations for you to refer to for future reference in case you should have any queries over any of our recommendations
  • This also means that regular meeting are required and as such we have the opportunity to update your financial objectives, this allows us to tailor our recommendations to your specific ongoing objectives.

If you would like to know more about our non-discretionary Portfolio Management Service please contact us on 01604 878180 or alternatively e-mail us.