Our approach
We understand that clients have different requirements, objectives and time-horizons. With the full support and oversight of P1 Investment Services, we manage a range of model portfolio solutions designed to meet our clients' needs and objectives. At the core of each portfolio is a desire to both preserve and grow capital through time, regardless of whether markets are rising or falling.
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21st century client service
We offer a blend of traditional, on demand and in person client service with a highly intuitive, content-rich online portal and app for you to monitor your portfolio. We also use industry leading technology that enables us to open new accounts in minutes and fast-track transfers from other managers.
We build actively managed, diversified portfolios seeking to provide stability and growth in positive and negative economic environments.
Portfolios that endure through time
We offer a highly competitive, tiered fee structure for all clients. Furthermore, if we fail to deliver a positive return, we cut our fees.
Fair, aligned fee structure
The online account opening process is a breeze whilst the stock, ISA and SIPP transfer process is both simple and swift.
Simple account opening and transfers
We understand the importance of trust and transparency. We keep jargon to a minimum and ensure our regular reports are clear and understandable.
Transparent & understandable
Why Lulworth?
Who we work with
What happens next?
Explore our website to find out more about our service and approach to investment management.
The next step is to have an exploratory meeting to discuss your circumstances and our approach in more detail. We do not charge you for any meetings and are always happy to meet in-person, virtually or on the telephone.
To get in touch, you can either email us some brief background information or alternatively, use the contact us form.
We listen to your requirements and objectives
During the initial meeting or call, we will learn about your financial objectives, attitude to risk, requirements for income, growth and any ethical criteria.
We discuss if our approach is suitable
We seek to build great long-term relationships with our clients. If we do not think we are right for you, we will gladly suggest alternative approaches and service providers to consider.
We do all the heavy-lifting and make account opening painless
Our online account opening process is swift and easy. If you would like, we can even go through the whole process with you from start to finish.
Private Clients
We work with individuals, families, trusts and companies, offering general investment accounts, ISAs and SIPPs. We seek to really understand a client's financial objectives, before managing a portfolio to suit.
Charities
Our investment team have long-standing charity and ethical investment expertise. We offer a range of solutions, including bespoke portfolios for those wishing to put environmental or social issues at the core of the charity's investible capital.
Advisors
We work closely with financial planners and investment consultants, offering a range of services from full discretionary fund management to a Model Portfolio Service.
