McInroy & Wood

Personal Service

The service we offer to clients is available in three distinct formats, and we will determine with you at an early stage which format is most suitable for you. In most cases the service is discretionary - that is to say we have full discretion to deal on your behalf.

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Full Management Service

Under this format your holdings are registered in nominee names and held to our order on your behalf.

We take responsibility for the management of your investments and for all matters relating to custody and administration. Thus you are relieved of as much paperwork as possible, particularly in connection with tax returns.

We provide you with quarterly portfolio valuations and reviews, quarterly statements of sales and purchases of securities, and annual schedules covering interest and dividends received.

Our standard fee for the full management service is 0.25 per cent per quarter of the value of the funds under management, plus value added tax.

Complementary facilities

MW also offers 'Stocks and Shares' ISAs and can accommodate SIPPS (Self Invested Personal Pension Schemes). Further details are provided in the 'MW' section of our website.