Hichens Investment Management

HiM is independent of any other fund managers, banks or insurance companies and therefore gives unbiased financial and investment advice.

This allows us freedom to build Portfolios completely tailored to the individual needs of each client.

We offer a wide range of Investment Management services on a Discretionary or Advisory basis. We are also able to provide execution only dealing and a SIPP Portfolio Management service.

Within the Hichens Harrison group we also offer Holistic Financial Planning, access to Derivatives including CFD’s and other Margin products, as well as Corporate Finance.

You can choose the level of service applicable to your needs whether you have a general Investment Portfolio, ISA, PEP or a SIPP.

Your Investment Manager will discuss your situation and goals with you to help identify which service suits your needs and will then focus on helping you achieve your financial objectives.

Within HiM the service offering includes:-

Discretionary Portfolio Management Service

This service is preferred by clients who wish to leave day-to-day investment decisions and management to industry professionals. Whilst clients are interested in the progress and composition of their Portfolios, they appreciate the speed with which our experts can utilise market knowledge and up to the minute research to benefit them and their Portfolio.

Your Investment Manager will agree your investment goals and will then monitor your holdings and make the investment decisions needed to achieve your financial objectives. These objectives will be regularly discussed and updated. You will also be provided with regular reviews, updates and Portfolio Valuations.

Advisory Managed Service

The Advisory Managed Service is preferred by clients who wish to be involved in the decision making process relating to their investments. Our Investment Managers will offer expert advice and recommendations based on their knowledge of you and your objectives and will then act on your instructions. You will have access to their research, expertise, and knowledge and will be given the information necessary to make informed decisions. Your Investment Manager will regularly review your Portfolio to ensure it stays balanced and is meeting your investment goals. Any recommended changes will be fully discussed with you. Regular Portfolio Valuations will be provided.

Advisory Dealing Service

This service is preferred by clients who wish to make their own decisions but who want advice on a particular investment rather than their whole Portfolio. As such the Portfolio is not kept under review but your Investment Manager will give advice when requested and act on your instructions. You will take on the responsibility for monitoring the balance of your Portfolio.

Execution-Only Dealing

This service is preferred by clients who wish to manage their own investments and do not require professional advice. HiM will provide our execution only clients with factual data such as prices but no advice or recommendations will be given.

For further information, please contact:-

Luke Downes on Tel: +44 (0) 207 382 4460 or Email Luke Downes