Investments

Morley and Scott Financial Services recommend and implement the following policies and specialist services:

  • Collective investment vehicles using Unit Trusts, Investment Trusts, Property Funds, Open Ended Investment Company Shares
  • Tax Efficient investments including Individual Savings Accounts (ISAs), Pensions
  • Offshore investment
  • Regular Savings plans


Case Study:  Discretionary Investment Portfolio's

Our client recently retired from a city institution and had £2.75 million to invest. With little knowledge of investment he required additional income to supplement his company pension. He was also keen to ensure that his future tax liabilities are kept to a minimum.

Morley and Scott arranged a beauty parade of three fund managers all of which were given the same investment brief. Our client warmed to one and they were duly appointed. Investment return benchmarks were agreed as was the need to have meetings quarterly chaired by Morley and Scott to review the performance of the portfolio and investment market sentiment. In addition, one of Morley and Scott’s specialist tax partners was allocated to over see our client’s investment portfolio to ensure that its structure and operation was as tax efficient as possible.

Socially Responsible Investments

Socially responsible or ethical investments have come a long way since Friends Provident launched the first UK Ethical Unit Trust in 1984. At that time, according to the UK Social Investment Forum, city analysts predicted that the consumer market for socially responsible investment (SRI) funds in the UK would eventually reach a maximum size of £2 million.

However, the market at the time of writing is worth in excess of £6.1 billion and continues to grow (Investment Week, October 2006).

The importance of SRI continues to grow as issues around climate change and changes in the global economy take centre stage. The Sterne Report published in October 2006, was the most far-reaching economic report on the impact of climate change to date and pushed the topic even higher up the political agenda. Nowadays more and more consumers are becoming interested in a wide range of ethical issues such as GM foods, climate change and gambling, and there are now more options than before to demonstrate those concerns by making ethical choices about your individual finances.

In most circumstances, it is possible to tailor finances to meet both an individual’s ethical and financial criteria.

For further information on our services please contact your local office or complete the enquiry form and we will be in touch shortly.

London  
t: 44 (0)20 7387 5868		 Solent            
t: 44 (0)1489 566 700
Portsmouth  
t: 44 (0)23 9275 4820 		 Thames Valley    
t: 44 (0)1753 759 000

 


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