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Local investment managers are happy to help all investors

Everys’ Investment Management has pledged to honour an unbiased open door policy to all investors and not to discriminate on account of portfolio size.

Research from the Financial Times has revealed London consumers need an average of £806,000 to invest in order to access the services of a private client wealth manager. The national newspaper’s research also revealed that a third of wealth managers only provide advice to people with more than £1 million to invest. In wider regions there have been an increasing number of firms imposing higher minimum investment limits, leaving many investors out in the cold.

Vince Hawkes, Everys’ chartered wealth manager, said “As a privately owned small and nimble company we take a far more pragmatic and welcoming approach by firstly making ourselves accessible not only to clients throughout the South West but further afield.

“We are dedicated to delivering a highly personal service by responding to individual investor needs in a professional and caring way. As we are not faced with economy of scale pressures like our larger competitors, this allows us to offer a low and transparent charging structure without the need to impose a high minimum investment threshold.

“We combine traditional service values with modern portfolio management techniques to meet investor expectations by seeking strong and consistent risk adjusted returns over the medium and longer term. All clients will have direct access to a dedicated investment manager with a desire to foster a strong and lasting relationship making for a refreshing and rewarding investment experience.

“We urge anyone who has encountered any such difficulties with their present investment manager to contact us to explore how we can help and be of benefit. We are happy to help all investors.”
Everys’ Investment Management advises private investors, trusts and charities, as well managing pension funds.

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