Principal Investment Management :: Private investors

You will have a dedicated Investment Manager who deals with your portfolio, and is accessible to keep you informed, to answer your queries and is available for face-to-face meetings.

Client services

Principal offers a range of investment services with clear investment objectives, covering a broad risk spectrum that reflect your needs, whether it be:

to maintain your wealth;
to minimise tax;
to save for the future;
to grow the value of your assets in real terms, or;
to maintain an income in your retirement.

Whatever your needs, we use an appropriate mix of UK and overseas equities; fixed interest securities; property funds; alternative investments and cash.

To read more about our main services, please click here to be taken to 'Our services' main page.

We can help:

If you are looking to transfer your investment portfolio without the responsibility of managing your investments day-to-day

If you wish to invest over the medium- to long-term, without having to worry about burdensome paperwork

If you are planning for retirement and looking to balance your income and lifestyle needs

If you are involved in planning for inheritance

If any of these situations strike a chord with you, then our services can give you the peace of mind you are after.

Online Valuation Service

If you would like more information about viewing your portfolio online, please contact us, speak with your financial adviser or click here to read more.

Principal Investment Management

We specialise in discretionary portfolio management

You will have a dedicated Investment Manager who deals with your portfolio, and is accessible to keep you informed, to answer your queries and is available for face-to-face meetings.

Client services

We can help:

Online Valuation Service

Call us