Thames Valley Investments

Thames Valley Investments provides an optional, comprehensive CGT planning service. We also advise on other products and platforms to suit individual circumstances. These offer similar benefits, with the exception of online valuations. For clients with a smaller sum of money to invest our discretionary and advisory investment services remain an option, but a minimum fee of £375 per annum plus VAT applies. For clients who would rather avoid this minimum fee we can offer our Thames Valley Investment Portfolio Service: Thames Valley Investments Portfolio Service Our Thames Valley Investments Portfolio Service allows clients to construct a portfolio based on our asset allocation models (currently five - Adventurous, Growth, Growth & Income, Higher Income and Low Risk). Changes to these models are made on a quarterly basis by our investment team, and a portfolio review is updated on our website every three months. This service has no minimum charge.