Working with us
Become a client
“Psigma explains clearly what’s going on with my investments. I know that it’s a complex subject but it I come away from our meeting understanding how my portfolio has performed”
Paula S, client since 2013
Becoming a client is straightforward.
We work closely with you from the start to understand your investment objectives and attitude to risk.
Together we complete the necessary paperwork and construct a suitable portfolio for you.
When we receive your assets we invest them and welcome you as a client.
We put your needs first and provide an exceptional service.
We aim to grow your wealth above inflation and protect your assets in extreme market conditions.
You can speak to your Investment Manager directly, as well as wider members of your dedicated team. You do not get caught in a lengthy call centre queue.
We offer a no-cost portfolio review to assess whether your investments are on track.
Clear fees and charges
We have a transparent and competitive fee structure
Annual Suitability Review
we will aim to conduct a suitability review at least once within a 12 month period to ensure your investments remain in line with your objectives.
We provide a comprehensive reporting package to include your portfolio performance summary. You can also receive our latest investment commentary in our View from Psigma and our regular Investment Blog.
It is a personal service and they help you every step of the way.