Psigma’s offer of a no obligation investment portfolio review is intended for private investors who have an existing investment portfolio and who wish to understand more clearly their current exposure to risk. This offer is also open to advisers on behalf of their clients, trustees and institutions who may find themselves wanting to complete a review of their existing investment strategy composition. In all cases, please provide us with a few contact details and we will return to you within one business day. Fields marked with an * are required Full name * Email * Phone number * Please declare who you are * Private Client Professional Adviser Trustee or Consultant Message By completing a Portfolio Review Request you are agreeing for Psigma to contact you to discuss your investment needs. We will retain information in respect of the services for which you request information. We will only keep your personal data for as long as we need to in order to fulfil the purposes for which it was collected, as set out in this Privacy Policy, and for as long as we are required to keep it by law. Please read our full privacy policy here. Follow us. User Declaration INVESTMENT SERVICES TERMS AND CONDITIONS WEBSITE TERMS & CONDITIONS COOKIE POLICY PRIVACY POLICY PILLAR 3 DISCLOSURE ORDER EXECUTION POLICY CONFLICTS OF INTEREST POLICY ACCEPTABLE USE POLICY COMPLAINTS POLICY © 2021 Psigma Investment Management This website is maintained for general circulation and is intended to provide information only. It is not intended to be construed as a solicitation for the sale of any particular investment or as investment advice and does not have regard to the specific investment objectives, financial situation and particular needs of any person to who it is read by. Tax treatment will depend upon individual circumstances and maybe subject to change in the future. Please also note that the value of investments, and /or the income from them, can fall as well as rise so you may get back less than you invested. The past performance of an investment should not be relied upon as a guide to its future performance. Comment and opinion on this website is based on HMRC’s tax regulations for 2020/21. Psigma Investment Management is a trading name of Punter Southall Wealth Limited, which is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No. 5374633. FCA Registration No. 478840. Registered office: 11 Strand, London WC2N 5HR. A Punter Southall company. A Punter Southall company Before entering our site, please declare who you are so we can optimise your experience. I am a Private client Select I am a Professional Adviser Select I am a Trustee / Consultant Select If you want to change your declaration, you can change your viewing choice using the links in the footer or by deleting cookies. We use cookies to ensure that we give you the best experience on our website. If you continue to use this site we will assume that you are happy with it.I accept cookies