Information for LifeStages advisers
As we near the end of the tax year for 2022 / 2023, the information below may be useful in terms of managing your clients’ Premier Portfolio Management Service ISA.
The Premier Portfolio Management Service offers a choice of actively managed investment solutions, comprising 8 growth portfolios and 3 income portfolios, designed to meet the different long-term investment needs of investors.
The Premier Portfolio Management Service sits alongside our established range of funds. These funds form the investment building blocks of each of the portfolios and cover a variety of asset classes and markets, and are managed by our specialist investment managers and investment teams.
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Articles This website has been created for the use of LifeStages and clients of LifeStages only. Please note that the portfolios are intended as long term investments. The value of an investment and any income generated by it can go down as well as up and there is the potential of loss to some of the original investment. Reference to any particular portfolio or fund should not be construed as investment advice. We are unable to provide investment advice on the suitability of a portfolio for individual investors. Details of the nature of the investments, the investment commitment required and specific risk warnings are outlined in the Premier Portfolio Management Service Terms and Conditions document.
The Premier Portfolio Management Service is provided by Premier Fund Managers Limited.
For your protection, calls may be monitored and recorded for training and quality assurance purposes.
©Premier Miton Investors. 2025. Issued by Premier Miton Investors. Premier Portfolio Managers Limited is registered in England no. 01235867. Premier Fund Managers Limited is registered in England no. 02274227. Both companies are authorised and regulated by the Financial Conduct Authority and are members of the ‘Premier Miton Investors’ marketing group and subsidiaries of Premier Miton Group plc (registered in England no. 06306664). Registered office: Eastgate Court, High Street, Guildford, Surrey GU1 3DE.