How much you want to do yourself is one of the first things we ask, but it is not something you need to decide before we talk.
The seven situations below show how that can look in practice.
“I want someone to manage my investments.”
Rosa · illustrative
Her investments professionally managed, without approving every decision
These seven situations are illustrative and composite. Marcus, Frank, Sam, James, Rosa, Pat and Alex are not clients, and nothing here is a recommendation or an offer of a particular service.
Keep every decision. Or delegate the day to day. Which relationship suits you depends on what you want to do yourself and what we establish with you.
You keep every investment decision.
We advise you company by company and, where it suits your circumstances, make a personal recommendation. The reasoning is explained, and the decision remains yours, every time. Everything we advise is confirmed in writing.
The day-to-day decisions are delegated.
If Managed Portfolios is suitable for you, a separately regulated discretionary manager makes the day-to-day investment decisions, within a written mandate. Synergy remains your adviser.
Synergy Markets Ltd is authorised and regulated by the Financial Conduct Authority. FRN 623190. Investments can fall as well as rise. Research is not personal advice unless delivered through the regulated advisory process; where discretionary management is recommended, it is carried out by a separately regulated manager under its own responsibility.