PAM (Portfolio Advisory Management) is our ongoing service which:

  • Manages our investment portfolios, and where we fall out of love with a fund, we will write to you to recommend a fund switch
  • Provides regular policy summary valuations with performance analysis, asset allocation analysis, assessment of risk and market commentary
  • Monitors your objectives and attitude to risk and appropriateness of your arrangements
  • Organises bed ’n’ ISA transactions and income / withdrawal payments
  • Includes ongoing support from our team by telephone and e-mail.

The repeated application of this disciplined approach ensures your money is employed in the most efficient manner to meet your objectives.

The PAM service is available for portfolios above £150,000

 

Keyte Chartered Financial Planners ranked as one of the Top 100 Financial Advisers

We have previously been recognised as one of the top Financial Advisers in the country at FT Adviser awards. This prestigious award recognises the hard work, excellence and dedication of

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Financial Advice

Financial Advice

Tell us what it is that you want to do, then sit back and relax, whilst we... Work out how to do it and what is required Optimise your existing arrangements, or if appropriate, set up

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Financial Planning

Financial Planning

Tell us how much money you need (in today’s terms), and when, and we will: Build a cash flow forecast using the information you have given us Work out how to meet your needs and what is

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Retirement Planning

Retirement Planning

Pre Retirement, put yourself in the picture, ask us to: Work out the amount of sustainable income you might receive in retirement from your pensions and investments, and what you need to

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Savings & Investments

Savings & Investments

Our Investment Approach We offer five investment portfolio models that: Cover risk levels: cautious, cautious-moderate, moderate, moderate-adventurous and adventurous. Use a blend of

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Fees and Charges

Fees and Charges

Please call us now on 01823 324432 to request a bespoke fee quote. Initial and one – off pieces of work We are happy to have an initial discussion with you by telephone or at our office.

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