Discretionary Portfolio Service

A Bespoke, Actively Managed Investment Approach

Discretionary portfolio management offers individuals a highly personalised way to manage their wealth, placing day-to-day investment decisions in the hands of experienced professionals.

At Investment Advice UK, we connect you with regulated specialist discretionary fund managers who provide discretionary portfolio solutions tailored to your circumstances — helping you grow and protect your wealth without the burden of making every investment decision yourself.

What Is a Discretionary Portfolio?

A discretionary portfolio is a managed investment solution where your adviser makes decisions on your behalf, in line with an agreed strategy. This includes selecting assets, adjusting the portfolio, and responding to market changes — all without needing your consent on each trade.

It’s ideal for individuals who:

  • Value time and simplicity
  • Want active portfolio oversight
  • Are looking for professional risk management
  • Prefer a long-term investment relationship

Tailored to You

Portfolios are built around your:

  • Risk appetite
  • Investment timeline
  • Income or growth objectives
  • Tax efficiency requirements

Advisers may incorporate a wide range of asset classes including equities, bonds, funds, alternatives and structured products.

Who Is It For?

Discretionary portfolio services are typically suited to:

  • Individuals with £250,000+ in investable assets
  • High earners or business owners seeking hands-off management
  • Retirees looking to preserve and draw income from investments
  • Families looking to build intergenerational wealth

What clients value:

  • We only work with FCA-regulated advisers
  • We make sure the adviser is suited to your asset size and needs
  • Your appointment is arranged professionally, with all details confirme
  • There is no charge for an initial appointment to discuss your requirements
  • Your time isn’t wasted speaking to the wrong firm
  • You get clarity, structure, and a proper wealth plan

Ready to Take the Next Step?

we’re here to connect you to someone who can give the right advice.

What You Can Expect

A dedicated investment manager or advice team

  • A portfolio aligned with your financial goals
  • Ongoing reviews and rebalancing
  • Regular reporting and updates
  • Full transparency and regulatory compliance

Start the Conversation

Plain, obvious benefits:

If you have £250,000 or more in investable assets and are seeking a more efficient way to grow and manage your wealth, speak with one of our qualified professionals.

Let us match you with an adviser offering discretionary investment management tailored to your life, your priorities, and your future.

What clients value:

  • We only work with reputable FCA-regulated advisers
  • We make sure the adviser is suited to your asset size and needs
  • Your appointment is arranged professionally, with all details confirmed at time convienent to you.
  • Your time isn’t wasted speaking to the wrong firm!
  • You get clarity, structure, and a proper wealth plan.