What we offer our clients
All portfolios benefit from the same investment approach and are personally managed by Matthew Oakeshott, Louise Cleary and Jo Seth-Smith. Our fees are based only on portfolio value, with no additional transaction-related charges.
OLIM Property currently manages eight separate discretionary portfolios ranging from £17m to over £400m. Please contact Matthew Oakeshott on 020 7647 6701 to discuss management of portfolios over £25m.
Value and Income Trust plc currently conducts its affairs so that the shares and debentures issued by it can be recommended by independent financial advisers to ordinary retail investors in accordance with the FCA's rules in relation to non-mainstream investment products and intends to continue to do so for the foreseeable future. The Value and Income Trust’s shares and debentures are excluded from the FCA's restrictions which apply to non-mainstream investment products because they are shares and debentures in a UK listed investment trust. A full list of excluded securities can be found on the AIC website.