Our Services
Discretionary Management
Our Discretionary service allows you to hand over the day-to-day management of your investment portfolio to your Fund Manager, who will monitor your holdings and make the investment decisions on your behalf. In matching your portfolio to your individual objectives and personal risk tolerances, your Fund Manager will consider all asset classes. You will be kept fully briefed on the progress of your investments through regular portfolio reviews and valuations.
Advisory
Your Fund Manager will monitor your portfolio to ensure that it stays balanced and in line with your pre-agreed investment goals. However, proposed investment decisions are discussed with you in advance and require your prior approval. In matching your portfolio to your individual objectives and personal risk tolerances, you will be able to consider all asset classes. Regular portfolio reviews and valuations are provided.
Individual Savings Accounts (ISA)
The popularity of ISAs stems from their tax efficiency and inherent flexibility that our personal approach to investment services can help you maximise. ISAs allow you to build your own portfolio of investments within a tax-efficient account. The choice of eligible investments for these accounts is wide and, to take advantage of these possibilities through Vartan & Son, you can choose whichever investment service suits you best. We also make it easy for you keep in touch with your investments, as you will be sent regular valuations and statements.
Probate Services
We have worked closely with legal practitioners for many years in order to understand thier needs and develop a flexible and highly professional probate service.
We take on the task of accurately producing valuations from either a list of stocks or the original share certificates. We understand the issues that can arise from incomplete paperwork, leading to inaccurate valuations and delays. Our thorough and personal approach can go a long way to relieving pressure at a time that is difficult for clients.
Latest News
Leicester Tigers
Successfully Raised £3m in Loan Notes through a Joint Venture between Vartan & Son and Cenkos,
Guernsey in September 2009 .....Read More.