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Portfolio Construction: Overview

When you first come to us, we will make sure we understand exactly what you want from your investments in terms of income, growth, risk, wealth preservation, and timescales. We also explain the risks of investing, and our reporting and control structures. Then we can make investments that best match your personal circumstances. Once your portfolio is established, we will keep you regularly informed (via meetings or telephone contact).

We offer management of portfolios on a discretionary basis; that is, clients give us authority to invest on their behalf without needing to pre-authorise each change in the portfolio. This allows us to react in a timely way to both market volatility and changes in personal circumstances.

For most clients, we recommend that they have a largely-invested and diversified portfolio to best meet their objectives.


If you have any questions or require more information, please click the button below to send us a message via our contact form, or call one of our offices to speak to us.

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GBIM, Gore Browne and Gore Browne Investment Management are trading styles of GBIM Limited which is authorised and regulated by the Financial Conduct Authority (FCA number 593265) and is a limited company registered in England (07746731). Registered and Head Office at Chequers Court, 37 Brown Street, Salisbury, Wiltshire, SP1 2AS

Quick Contact

Harrogate Office: 01423 508040

Salisbury Office: 01722 424444

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© Copyright 2019 Gore Browne Investment Management, Salisbury, Wiltshire, SP1 2AS. All rights reserved.
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