The information on the following pages are for professional intermediaries only.

Principal Investment Management

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We specialise in discretionary portfolio management

Our clients

Carried out at the end of 2010, a postal client satisfaction survey pleasingly confirmed that the majority of our clients are very satisfied with the services we provide; ranging from the efficiency and speed of response to enquiries; to the accuracy of our reporting, and array of investment services provided.

Our clients work in a wide variety of professions, including:

  • Medical and veterinary
  • University lecturers and teachers
  • Accountants
  • Self-employed
  • Consultants
  • Company directors
  • Lawyers and Solicitors
  • Artists
  • Senior managers
  • Financial services
  • Part-time and voluntary
  • Many are retired

Many of our clients have come through financial advisers, however we also rely on word-of-mouth recommendations from existing clients. 

 

Chart shown length of time clients have been with Principal Investment Management LtdChart showing age range of Principal's clients

 

Some comments from the survey are below:

"My Solicitors recommended Principal and gave me confidence in your services. It leaves me time to manage the house and my garden and domestic expenses and property maintenance."

"The personal letter to me and the market report are the most beneficial."

"My trust is in Principal's expertise and I rely on Principal to make my investments increase in value in real terms."

Investing involves risk and the value of investments and the income from them may fall as well as rise and is not guaranteed. Investors may not get back the original amount invested. Click for more information about the risks involved.