About our Service
If you come to Hampton Dean for advice about your investments we will start the process by getting a full picture of your existing situation and planning. What are you happy with? What needs to be looked at? The next stage is to clarify your objectives. Once that is clear, we can make recommendations about the changes you should consider. Our advisers have access to a full range of investment solutions including our:
Hampton Dean Wealth Management Solution
More than 500 clients use our Wealth Management service. The key benefits are:-
- Access to all the major tax wrappers - OEICs, ISAs, Bonds and SIPPs.
- 6 monthly communication and rebalancing of your portfolio according to our investment committee's latest views.
- A range of solutions to suit our clients differing needs and attitudes to risk.
To view the Hampton Dean Wrap Brochure please click on the download on the right hand side of this page...
Discretionary Fund Managers
For clients with a larger amount of investable assets (typically above £150,000) we will consider using Discretionary Fund Managers(DFM). The term 'discretionary' simply means that the manager of your money can make changes to your portfolio without the need to obtain your permission first.
We use a number of DFMs with differing investment styles and we generally recommend that you meet our suggested manager in order to determine whether you are comfortable with their approach.
Our role is to deal with your holistic financial planning and to keep the DFM under close scrutiny in order to make sure he is actively working on your account in accordance with the mandate we have given him.
If you choose a DFM, you will have access to the manager of your money by telephone and at regular review meetings. Hampton Dean has more than £150 million of client money managed on a discretionary basis.