Private Clients



The biggest problem facing investors in today’s uncertain environment is how to maximise¬†returns without taking too much risk.

At the core of the Money Wise investment proposition we offer 5 risk adjusted ‘Model Portfolios’ managed by Parallel Investment Management. These provide a means of accessing professional portfolio management at a lower cost than most discretionary investment management. Each portfolio has a different investment objective and risk profile.

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Information & Fact Sheets

Below are the latest fact sheets for our range of model portfolios:

To download information and fact sheets about our services please enter your name and e-mail then click the button below.

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 Bath London


Adventurous Portfolio at June 2016
Balanced Portfolio at June 2016
Cautious Portfolio at June 2016
Income Portfolio at June 2016
Higher Income Portfolio at June 2016

For clients with at least £400,000 to invest, and or who want a more bespoke investment service, we will recommend one of a number of discretionary management firms we work with, depending who is most suitable for your needs and objectives, and in accordance with your appetite for risk.



If you would like to discuss your situation or requirements with one of our financial advisers please contact your nearest office:

Get in touch
01225 471100
020 7065 2740
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