IM LIFESTYLE
the art of investing
LEAVE THE DECISIONS TO US
IM Lifestyle automatically ensures you always remain best positioned to meet your aims and objectives without having to monitor and adjust your holdings - as we do all this for you in just one investment portfolio.
The portfolio is made up of index trackers and individual shares, with the weightings constantly evolving to fit with your time to invest and end requirement for your money - income, capital lump sum, or a mixture of the two. It can therefore be ideal for anyone wanting everything managed for them.
target dated
We take your current age, your target dates for accessing your funds, and what your aim is for this money (income, lump sum withdrawal or a mixture).
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We then place you in the right investments to achieve this, automatically changing your portfolio(s) over time to meet your requirements and adjust to the market conditions of the day.
fully managed
By using a blend of index trackers and stock selection IM LIFESTYLE seeks to provide returns that will go on to outperform the markets as a whole.
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All investment decisions are made for you using our best ideas at any given time in market cycles. These are constantly adjusted to meet your needs, be that growth, income or a combination.
GUIDANCE
IM LIFESTYLE offers full financial and tax guidance as and when you require this. We enable you to plan effectively with experienced support, rather than go it alone or pay high financial adviser fees.
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With your investments already being fully managed for you, our planning service focuses on the choices available to save you tax, together with astute financial guidance to help meet your goals.