Managing your Investments

A key factor in our continued growth and success is our commitment to placing the client at the heart of everything we do. Using an initial in-depth client profiling tool and continuous reviews, we ensure that the services and products our clients are offered are directly aligned and attuned to their objectives and requirements.

Every client is important to us, whether you have a Silver Account, investing up to £500,000, a Gold Account, investing up to £1 million, or a Platinum Account, investing more than £1 million.

You’ll receive from the outset a bespoke and personal service whatever the size of your investment and we will always take care to combine our extensive knowledge of global markets and your preferences to develop a portfolio which meets your specific needs.
We’ll talk to you about the level of risk which suits you, your attitude to socially responsible investments and what you want to achieve through your portfolio. Then we’ll develop an investment strategy which best constitutes your needs and requirements.
No-one is pigeon-holed by Oakmount and Partners.

If you’re a private investor, we will take the time to develop a long-term relationship, making us a trusted partner in meeting your financial aspirations and goals. We can help you explore the benefits of a Self Invested Person Pension Plan (SIPP) – or help you rule that out and look at other options if a SIPP isn’t right for you.

For corporate and private clients, we provide a range of premium services, working with you on Portfolio analysis, trade, investments and in depth management.