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Chancellor Hattersley Lloyd provides tailored investment advice and administration for individual investment portfolios, also known as Individually Managed Accounts (IMA’s). These services provide clients the opportunity to invest directly in listed securities with the advice and support of experienced investment advisers.
Our approach to portfolio management provides tailored advice to meet the client’s specific requirements, whilst reserving the right for each client to make the final investment decision.
We build a relationship of trust with each client, which will ensure that our recommendations are appropriate to meet the specific objectives and strategy agreed for each portfolio.
Chancellor Hattersley Lloyd administers client portfolios and provides clients with regular reports with information to ensure clients are fully briefed on their portfolios.
AFS Licence No.: 241429