The Bentley Capital Service

In conjunction with your chosen professional advisers, we will:

• Review your current investment wealth
• Establish your investment objectives, user currency and attitude to risk
• Create a bespoke investment mandate or recommend one of our standard profiles
• Provide a model portfolio for consideration

Thereafter we will:

• Implement an agreed strategy
• Manage a portfolio within the agreed parameters
• Provide regular, transparent reporting
• Provide unfettered access to the Senior Directors responsible for the day to day management of your wealth
• Meet with you regularly to review every aspect of your portfolio

You will be assigned a Bentley Capital executive who has personal responsibility for your affairs and who will act as your first point of contact.