Independent financial advisers in Wallington, Surrey
Managed Direct for clients who don't need advice but want support.
Managed Direct is an online non-advised investment proposition enabling you to invest into a Pension or Stocks & Shares ISA account that is low cost, fully online with telephone support and backed by P1 Investment Services Ltd, one of the UK's largest and most established investment managers.
Managed Direct is a new way for clients to invest who do not require advice but don't want the responsibility for running everything themselves. It offers a low cost, fully online experience with telephone support.
This is a non-advised solution which is not run directly by Calver Groom. The provider is Quai Administration Services Limited and the investments are managed by P1 Investment Services Ltd. We do not take responsibility for the suitability of the solutions provided, but we will support you with the use of the service.
This is a quick, simple and fully automated service both at the point of application and once the plan has been set up. You can monitor your investments online and make changes whenever you wish to.
Call us on 020 8647 2004 now, for a no obligation conversation on how we can help you.
