BostonBay Portfolio & Investment Services

BostonBay is our brand-name for the group investment proposition. We have a unique approach to the investment process, which takes account of your investment objectives and desired outcomes whilst also managing the level of risk you are willing to accept for any particular type of investment.

This structure provides you with access to a wide range of investment strategies through leading fund managers across all market sectors. Where appropriate, we will recommend the use of an investment platform to provide ease of management, exposure to certain asset classes and maximum flexibility, whilst keeping ongoing charges competitive. 

We provide access to a range of risk rated investment portfolios and also access to discretionary managed solutions through our relationships with Aubrey Capital Management.

Having completed a detailed analysis of your attitude to risk, we will provide you with an appropriate investment portfolio within the agreed parameters taking into account the anticipated term of your proposed investment, size of investment and agreed specific objectives.


FOR FURTHER INFORMATION ON OUR SERVICES

PLEASE CONTACT US TODAY:


BostonBay Portfolio Management Services

Suite 27 Westend Office Suites

Grove Lane

Westend

Nr Stonehouse

Gloucestershire 

GL10 3FA


TEL: 01793 744574 

BOSTONBAY is a trading style of Statehouse Financial Management Limited, which is authorised and regulated by the Financial Conduct Authority number 401761. Registered in England company number 04901332.