An individual investment portfolio. Rather than ask you to fit in with us, we build our service around what is important to you. Because no two people are alike, we apply the same rule to investing.
By understanding what you want to achieve, how much risk you are comfortable with, your relationships, lifestyle and all the other personal factors that make each of us different, we will create an investment strategy that is individual to you.
Your investment portfolio is carefully constructed to match your objectives. We will ask you if there are any investments you prefer to avoid. If you want all of your investments to be chosen from an ethical perspective, we can do this through our Wilby Securities team.
We aim to achieve consistent returns for you over the long term. In our experience, active, disciplined investment management with an individual focus is the best way to do that. Your manager will monitor the progress of your investments and make adjustments to keep your portfolio in line with your objectives.
Financial priorities change over time. Your investment manager will review your investment strategy with you at regular intervals so your investments, and our understanding of your requirements, are always in line with what is happening in your life.
Regular reviews of strategy and performance
We will provide you with regular updates on the performance of your investments. You can decide how often you receive statements and other information from your investment manager. You can also go online to see how your money is doing.
Frequently Asked Questions
Who is this service for?
The service provides clients with £15,000 or more access to high-quality investing, with a dedicated wealth advisor.
What returns should I expect to recieve from investments with Wilby Securities?
This will vary, depending whether you're looking for a low-risk, long-term investment to a high-risk, short-term investment. Typically, our high-risk investments would yield around 32% APR (this will vary on marketing conditions, but Covid has opened up lots of opportunity for high yield returns). Please note your capital is at risk.
What are your fees?
We operate on a commission only basis, charging 1% on profits from your investments. This is why it's in our best interest to ensure your investments perform well.
Complete the form below and a wealth advisor will be in contact, to show you how we've performed and to match an investment strategy to your life goals.