Wealth Management Service

The Avidity Wealth Management service proposition brings together a number of partners, resulting in a portfolio that is put together and monitored by industry experts who are constantly under review from Avidity Wealth Management and CAERUS Capital Group

Our Wealth Management Clients benefit from:

  • Access to a range of over 6500 investment funds, including risk rated active and passively managed portfolios
  • Asset allocated investment portfolios designed to match your individual risk profile
  • Quarterly reviews of both the underlying fund recommendations & re-balancing of the portfolio
  • Portfolios implemented using a range of appropriate investment platform and tax wrappers suitable for your circumstances. Therefore we are able to place your investments under one roof to provide you with a consolidated view of your financial holdings
  • An annual review of the underlying asset allocation
  • An annual review meeting, held ideally on a face to face basis
  • Regular updates and valuations on your investments
  • Unlimited telephone support