Our Investment Service is customised to meet your individual needs. Our specialist team will help you to build a diversified portfolio to suit your needs and match your appetite for risk.

Constructing such a portfolio is a time consuming process. It is equally important to monitor and rebalance the portfolio over time. Our advisers guide you about the financial science and instill the discipline required to meet your investment objectives. We believe in broad diversification at all levels to match risk tolerance, long term strategic asset allocation and the use of specialists within sectors and asset classes.

Areas of consideration and structuring include:

Capital Markets Advisory

Portfolio Management

Investment Analysis

Active Advisory

The value of the investments recommended may fall in value and that past performance is no guide to the future. The FCA does not regulate taxation.  The site is targeted at UK resident individuals over the age of 18. Wilton Wealth Planning adheres to and subscribes to the Financial Ombudsman Service. For full details of their service click here or contact us for further information.

Wilton Bordier Risk Targeted Portfolio Factsheets

Our Risk Targeted (‘RT’) Managed Service offering provides you with access to a discretionary management service at a much lower entry level than
would normally be available and offers cost-effective global portfolio management across asset classes.

Please, click the button below to download Wilton Bordier Risk Targeted Portfolio Information Sheet.


Would you like to know more?

If you feel your business could benefit from our knowledge and expertise, use the form below to contact us and one of our experts will be in touch.