Investment horizon
Short Term, Medium Term and Long Term portfolio options.
Our Managed Portfolio Service
Professional, ongoing investment management, giving you confidence that your wealth is being looked after at every stage.
Since 2011, Harding Financial has been delivering investment advice to clients across the UK on an advised basis. Our Managed Portfolio Service allows us to move clients into market opportunities and away from market threats more quickly and more frequently than ever before.
Portfolios are formally reviewed at least quarterly, with additional changes made between quarterly meetings if an extraordinary response to changing market conditions is needed.
Our portfolios can be personalised according to your ESG standpoint, investment horizon, risk profile, and accumulation or income preference.
Your Financial Planner will take everything they know about you, your history
and your ambitions for the future, to create an advice recommendation that can
help join the dots between where you are today and where you would one day like
to be.
Risk profile
From Cautious through to Adventurous, depending on your appetite for risk.
ESG preference
Core and Ethical portfolio ranges, supported by Morningstar ESG data.
Income or growth
Income-focused and accumulation-preferenced portfolio variants are available.
Platform-focused portfolios
One of the most unique factors of the Harding Financial Managed Portfolio Service is our platform focus. We make our portfolios available across a range of different platforms, but the availability of the individual investment instruments, or funds, differs according to the investment platform used. We do not discount a potentially better performing fund because it is not available across the board. Instead, we actively build separate portfolios for each platform we operate on, selecting the best funds made available to us on each platform. We also operate a system of regularly researching and requesting better yielding share classes from platforms and fund managers alike.
The human touch
Harding Financial’s MPS Committee members have access to the latest industry data and technology tools, including proprietary systems built in-house for the benefit of Harding Financial clients.
Ultimately, though, we believe in the human touch. We operate with the membership and support of academics, industry experts and technical specialists. Our investment strategies are not built by robots.
What you can expect
From the moment your portfolio is actively managed by Harding Financial’s MPS Committee, your investments will be monitored continuously.
Adjustments can be made under the terms of our Managed Portfolio Service without requiring new paperwork each time. This allows us to act quickly when opportunities arise or risks need to be mitigated.
Keeping you informed
- Regular valuation updates through the Harding Financial Client Portal
- Statements from your chosen platform provider
- Quarterly Market and Investment Commentary
- Monthly Portfolio Factsheets
- Regular reviews with your Financial Planner, at least annually
Want to know more?
If you are interested in the MPS, please let your Harding Financial Planner know. Our Managed Portfolio Service is available exclusively to our advised clients. If you don't already have a Harding Financial Planner, please get in touch with us to talk about onboarding as a client.
Your planner will recommend a suitable Harding Financial Portfolio and explain why the recommendation is appropriate, along with full details of costs and risks.
Once you are happy to proceed, you will need to sign some documentation, and we will take care of the rest.
Read the brochure
For more detail on Harding’s Managed Portfolio Service, including portfolio options, risks, costs and how the service works, you can view or download the full brochure.
Harding’s MPS is for the exclusive benefit of Harding Financial clients and is not currently available to clients of other Wealth Management services. Funds invested in Harding’s Managed Portfolio Service are subject to a management fee of 0.2% per annum.
Investments can fall as well as rise in value, and you may get back less than you invest. Past performance cannot be relied upon as a promise of future yield. The information on this page is not personal financial advice. Suitability depends on your individual circumstances and should be discussed with a qualified adviser.
Contact Us
Get in touch today
Call us, email, drop in, or fill in the form so that one of our expert advisers can be in touch.
We look forward to hearing from you and being your financial partner.
Guildford Office:
The Estate Yard
East Shalford Lane
Guildford
Surrey
GU4 8AE
London Office: c/o The Ministry, 79-81 Borough Rd, London, SE1 1DN