What can we offer you?
To the best of our knowledge there is no one fund manager who can claim to be the best in every market and in every sector in the world, so we do not believe in trying to offer only one.
Instead, we strive to be completely independent and provide clients with access to the best investment managers in the market to suit specific needs and requirements. If circumstances change, then we can adapt a client’s investment profile to reflect these new desires.
What does our service include?
• Ongoing and active asset allocation
• Series of 10 "core" Investment Portfolios
• Regular Portfolio monitoring
• A personal investment advisor
• Access to professional Fund Management Groups
• Performance measurement with regular valuation and Investment Report
• Pro-active review meetings
• Access by phone, email, web or face to face
Newsletter On a regular basis we issue a newsletter via an email link to our web site, highlighting current events in the field of financial services, which we deem to be of relevance to our clients, so please ensure we have your latest email address. Should you require a paper copy please let us know and we will arrange this for you.
Client TV This is available on our website. You may choose from a growing library of up to the minute fund manager views together with the latest information on ISAs, Unit Trusts, SIPPs, Shares, Bonds, and Structured Products.
My Portfolio This function, again, available on our web site will allow you instant access to the daily valuation of your combined investment portfolio. This is mainly linked to the Fund Supermarket/IT Platform holdings however a variety of additional investments can also be viewed and monitored.
Financial Planning Reviews These include performance measurement with a pro-active portfolio valuation combined with an x-ray document, highlighting the current investment position and the actions required to maximise your goals and ambitions.
Portfolio Valuation This provides a “snap shot” of your current investment position with a detailed portfolio x-ray of the combined holdings.
Asset Allocation Review Your valuation will be divided based upon the underlying assets and the allocation of these will be assessed against your recorded objectives and attitude to risk. Suggestions on any rebalancing action to be taken, for example, to rebalance individual funds within the portfolio, will be made to you.