Most people who create wealth take an active and responsible role with their financial affairs.
Financial education plays an important part and we offer simple steps to acquiring wealth.
Because we offer to constantly monitor your investments you can receive proactive advice. We will not wait until investments are ‘red-flagged’.
As a client of Admiral, you benefit from an investment portfolio tailored precisely to your needs, carefully reflecting your objectives and your own attitude to risk.
Clients with our advisory portfolios are usually reviewed annually. For those clients requiring a more active approach, we offer the option of a full discretionary service. Portfolio changes are made more immediately without the need to arrange a review meeting. We achieve this by agreeing with you the precise parameters for your own bespoke arrangement, reporting back to you as changes are made and then summarising the position at our annual meeting.
