Advisory Investment Managers
Advisory investment managers are required to consult clients on all investment decisions taken on their behalf. (Hamilton Financial are advisory managers and we consult by e-mail exchange.)
Discretionory investment managers are able – with the client’s prior agreement – to take investment decisions without consulting the client.
The Advisory process may take longer, but we find that most clients appreciate being included in the investment process. Oh and another thing which our clients appreciate about our advisory service – our fees are exempt from 20% Value Added Tax ( VAT).