Existing funds not good enough?

As soon as you invest in a fund (ISA, SIPP, or otherwise) through us it comes within our monitoring service. This means that if we begin to identify cause for concern with one of your holdings, we will send you an alert.

Are all your funds, pension plans, PEPs and ISAs registered with us? Let us have details of all your existing holdings and the first thing we will do is send you a full report on them*, analysing each fund, including initial ideas for adjustment and transfers if necessary. Even if you think that your existing funds are good, how will you know when they begin to slip? If you let us have details, we can monitor these for the future.

The costs to you? No additional cost to you at all*. This is because your existing fund managers probably already pay 0.5% per annum (called renewal commission) to whoever you nominate as your current adviser, on the assumption that they provide some level of service - sadly, many do not do so, which is where we come in. By the way, if there is no adviser, the fund managers simply keep the money, and you get no credit for this.

If you are currently not benefiting from regular monitoring of your funds, ISAs, PEPs and pension funds, you are missing out. In any event, to be eligible for this comprehensive service the total of your funds must exceed £20,000, where those funds generate renewal commission for our account.

Get in touch now...

...for a FREE initial fund review and ongoing monitoring, and to take advantage of our comprehensive service, get in touch Click here

*Our comprehensive review and monitoring service

Our comprehensive service means that we:

identify the top performers, now and in the future
offer maximum discounts on transfers/switches (so you aren't stuck with duds)
continually monitor your funds, and send an alert when required
provide you with a review of funds each year

We will let you know if any of your funds cannot be reviewed or monitored. In any event, to be eligible for this comprehensive service the total of your funds must exceed £20,000, and be generating renewal commission for our account. The latter is our remuneration, and involves you in no additional costs.

Additionally there is a bespoke service. In this case we will consider the suitability of proposed fund purchases, or your existing portfolio in toto, in the context of all your circumstances and objectives. There might be an additional charge for this service, depending on your precise requirements and the amount invested or to be invested

One of the best brochures on investment, which i have seen for a long time!...
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