A comprehensive package

Our investment management services include:

• discretionary portfolio management
• a global investment mandate
• investment in direct equities and funds e.g. unit trusts and investment trusts
• multi asset class portfolios
• management of tax efficient portfolios e.g. ISAs, SIPPs, bonds and trusts
• annual Consolidated Tax Vouchers reflecting all income received in the account
• annual Capital Gains Tax reports reflecting yearly gains and losses
• investment reports
• portfolio valuations

Pershing Securities Limited* provides investors with the added security of insurance with Lloyd's of London. This insurance gives protection over and above the £50,000 provided by the Financial Services Compensation Scheme (FSCS).

*Pershing Securities Limited is a member of the London Stock Exchange and is authorised and regulated by the Financial Services Authority.