What we can do for you – Individual Clients

Rutland Investment Managers currently look after investments for over 3000 individual clients and manage assets on their behalf in excess of £300 million. Looking after our individual client base is our core business activity.

Treating Customers Fairly

Rutland Investment Managers believe in Treating Customers Fairly and pride ourselves in maintaining long term relationships with our clients. Our success in this area has been built on high quality and efficient service at a competitive price.

We offer 3 Service Levels from which you can choose. Our Bronze Service is essentially transactional and is for clients who do not anticipate requiring ongoing advice and updates from ourselves. The majority of our clients elect to benefit from our Silver Service which gives access to ongoing advice, annual valuations and reviews. As our clients values grow an increasing number elect for our premium Gold Service whereby updates are provided and your portfolio re-balanced quarterly (if desired), additional access to your adviser is also available.

Rutland Investment Managers have significantly below the industry norm for levels of complaint. However if you are not 100% satisfied we have a clear and concise complaints procedure that will be followed to ensure that the matter is resolved as quickly as possible.

We value our relationship with existing clients who provide the majority of our new business growth either through arranging additional contracts and services or by recommending friends or colleagues to us. In addition to managing individual Pension and Investment funds we assist clients with a wide range of financial products.