Portfolio Management

Build a tailored investment plan that’s as unique as you are

Gain clarity and control

We all know it makes sense to invest our money with clear objectives and a sound strategy in mind. But over time, it’s easy for your money – often spread across multiple pension pots, savings and investments – to become ‘lost’ in a flurry of paper statements and online platforms you rarely look at.

With the help of an Amber River financial planner, you can quickly regain greater clarity, control and direction over your investment portfolio and keep your investment strategy on track.

Understanding what makes you, you

Every individual has a unique set of objectives, circumstances and attitudes surrounding their finances, so it’s our job to recommend a portfolio that is unique to you. We’ll work with you to understand all the important details, taking into account any products you may already have such as ISAs, pensions, life assurance and investment bonds.

Together, we’ll devise an approach that makes more of your money in your given timeframes without exposing it to risks you’re uncomfortable with, or can’t afford to take. Remember, investments can go down as well as up and you may not get back the amount invested.

Your Amber River financial planner

Using specialist tools and through regular dialogue, your Amber River financial planner will oversee the management of your investments in a way that reflects your preferences, changing circumstances and long-term objectives to ensure you achieve your investment goals.

For us, it’s all about enriching the lives of the people we meet, so you can plan for a life well lived.

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Where and how we meet depends on whatever’s most convenient for you, but we have a number of locations around the UK if you’d prefer to come to us.

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Other services we offer

We provide a complete range of financial services with specialists in every category so that we can match you with the most suited adviser for your needs

Small, but important print

Registration Number 03776035
Registered in England and Wales

Amber River Group Limited is not authorised to give financial advice. The financial planning businesses who are part of the Amber River Group are separately authorised businesses and therefore able to give advice.

You’ll find details of the regulated status of our firms, including FCA numbers and links to the Financial Services Register on each of the location pages in the ‘Find an adviser’ section.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The information contained within this site is subject to the UK regulatory regime and therefore targeted primarily at UK-based consumers.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Find full details of the FOS at www.financial-ombudsman.org.uk

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