Discretionary

"We keep our business very
personal." Donald Norman, Investment Director

We offer investment management services for portfolios typically in excess of £250,000 and, despite our high level of personal service, our costs are highly competitive.

Our Discretionary Service takes care of the day-to-day management of your portfolio. We make investment decisions on your behalf, taking into account your stated objectives. This allows us to act quickly to take advantage of investment opportunities, which is particularly important in today's volatile markets.

All Discretionary Service clients are automatically registered in the safekeeping of our nominee name at no additional charge. This provides added protection and convenience, greatly reducing the paperwork normally associated with market transactions.

We have our own ISA and PEP administration and management service. Despite recent tax changes, ISAs and PEPs can still be tax-efficient investment vehicles for UK residents, particularly for higher-rate tax payers, and so we often recommend clients to make full use of such opportunities

Our Advisory Service allows you to make your own investment decisions, backed by Cheviot’s expert advice, knowledge and research.

Our Execution-Only Service allows clients to deal in the widest range of investments at competitive commission rates. Cheviot is a member of the London Stock Exchange and provides broking services to a number of leading institutions.