Free investment reviews
If you have existing investments, chances are there are funds which could be performing better – and maybe even complete duds – in your portfolio. Register all your funds, pension plans, PEPs and ISAs with us and we’ll send you a full report on your portfolio with some ideas for adjustments and transfers.
Even if your current portfolio is perfect, you’ve got nothing to lose – if you (and your partner) have £20,000 or more invested, it won’t cost you a penny to get our reassurance.
- We’ll identify top performers – now and in the future
- We can give you maximum discounts on transfers – so you’re not stuck with duds
- Our service includes continual monitoring of your funds with alerts when we think you need to change
- You’ll also get an individual review of your funds every year
If you appoint Dennehy Weller & Co as your nominated advisor, we’re able to review your fund performance for nothing – and to keep monitoring that performance for you. Because fund managers pay nominated advisors a 0.5% p.a. renewal commission, this means it’s as much in our interests that your funds are well performing well as it is yours - you have nothing to lose.
Fill in the form below and a straight-forward form will open for you to complete, print off and sign. Send it back to us and you can start to benefit from our independent, research-based advice and monitoring service with a report on your existing funds.
If you’ve got any questions, give us a call on 020 8467 1666