What we do
“Providing quality investment advice and administration for individual investment portfolios”
Chancellor Hattersley Lloyd provides quality investment advice and administration for individual investment portfolios, also known as an Individually Managed Account (IMA). These services provide the opportunity to invest directly in equities with the advice and support of experienced investment advisers.
Our approach to portfolio management provides experienced advice to meet the client's specific requirements, whilst reserving the right for each client to make the final decision.
We build a relationship with each client, which will ensure that our recommendations are appropriate to meet the specific objectives and strategy agreed for each portfolio.
Chancellor Hattersley Lloyd also administers portfolios and supplies clients with regular reports providing information to ensure clients are fully briefed on their portfolios.
