Home About Us News FAQs Contact Us People Finder Search Client Login Financial Planning Investment Management Collectives Management Investment Team ISA Management SIPP Management Discretionary Portfolio Management Charity Portfolio Management Insurance Corporate Benefits Investment Management At NW Brown Investment Management we have grown our funds under management organically to our current total of in excess of £600m. Working on behalf of a diverse client base consisting of private individuals, family and charitable trusts and pension funds, we have the breadth of experience and the expertise to manage a wide range of bespoke, discretionary portfolios, often incorporating ISAs and SIPPs. Service you can trust We believe that a successful working relationship needs to be based on mutual trust and understanding. As a client of NW Brown, you will benefit from a one to one relationship with a member of our investment management team. Your investment manager will take time to build up a comprehensive picture and understanding of your circumstances, care­fully establishing your investment objectives and related matters such as your tax status and tolerance to risk. We will then design and agree with you a bespoke strategy to meet your specific needs, which we then keep under regular review to ensure continuing suitability. A Bespoke Investment Strategy Your investment strategy is not set in stone and the structure of your portfolio can be changed at any time to deal with changes in your financial circumstances. It will also change over time as the attractiveness of different asset classes’ change but will always remain appropriate to your circumstances. Regular Reviews We keep you in touch with the progress of your investments by way of regular portfolio reports, which often form the basis for a meeting between you and your manager. We believe it is important that your affairs are managed in the round and will be pleased to work in conjunction with your other professional advisers. As a client of NW Brown, you can access our secure online service to review your portfolio at any time at https://portal.nwbrown.co.uk Our services include: Discretionary Portfolio Management ISA Management SIPP Management Collectives Management Charity Portfolio Management For more information about our Portfolio Management service or to arrange a meeting with one of our investment managers, please complete our enquiry form, send us an email or call us on 01223 720207. Documents Investment Management Brochure December 2014 Market Review September 2014 Market Review June 2014 Market Review For more information on investment management, or to arrange a meeting, get in touch with a member of the team. Meet the Full Team Worried about your investments? Have a free, no-obligation chat with our friendly specialists Company Report Library View the latest company reports and access the library. Library latest Get in Touch Name Telephone Email Enquiry Privacy Policy info@nwbrown.co.uk 01223 357131 The following subsidiaries of NW Brown Group Ltd (registered in England no. 3917262) are authorised and regulated by the Financial Conduct Authority to provide regulated services: NW Brown & Company Ltd (no. 191123, registered in England no. 3915461) and Freedom Insurance Services Ltd (no. 306536, registered in England no. 4399749) | VAT Registered 897 3963 47 © Copyright 2014 Website Design & Development by Accent Design Cookies on the NW Brown Group Website We use cookies to ensure that we give you the best experience on our website. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on the NW Brown Group website. Find out how the NW Brown Group website uses cookies.