A Truly Personal Service

We are able to work with you in a uniquely close manner that reflects your (or your client's) objectives.
We offer genuine one to one servicing and are able to do this for all our clients.
We are free of conflicts of interest and are dedicated to working with you to meet your goals.

 

As a client, you receive:

  • An individual "risk and objectives" assessment,

  • An individual assessment of your ethical investment preferences, if desired,

  • Direct ongoing access to your investment manager,

  • Comprehensive quarterly reports,

  • Access to your portfolio via our online valuation service,

  • Meetings to discuss your investment performance,

  • Investment updates and information, instantly accessible via the internet.

Peregrine & Black Investment Management Limited is authorised and regulated by the Financial Conduct Authority (FRN 757727).