Our Service

As you will have seen in the About us section we are a research-focussed independent investment adviser, with a pedigree back to the 1980's. Our clients are typically busy people, and could not, or would not wish to, undertake this depth of research themselves in respect of their portfolios, or ISAs, or SIPPs.

We also have an ethos to make our research as widely available as possible, and the internet has transformed our ability to achieve this objective.

You can take further advantage of our services in three different ways:

buy funds highlighted in our research, or any other funds of your choosing, on highly discounted terms (examples link). In this instance we give you no personalised advice.
review your existing funds, identifying funds which are duds, and others where, frankly, you can do a lot better. This fund "checkup" is FREE of charge. This is because fund managers usually pay 0.5% per annum (called renewal commission) to whomever you nominate as your current adviser.
benefit from tailored advice, on proposed fund purchases or in structuring your portfolio as a whole. In this case we will obviously need to know more about you and your objectives. There might be an additional charge for this service, depending on your precise requirements and the amount invested or to be invested.

Whichever route you prefer, the funds bought through us, or registered with us, come within our comprehensive Review and Monitoring Service, which applies whether your funds are within a general portfolio, ISAs/PEPs, or SIPPs.

This comprehensive service means that we:

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

Do make sure that all your existing holdings are registered with us

As soon as you do so we will produce 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 acceptable, how will you know when they begin to fail? Let us have details and we will monitor these for the future.

If you are currently not benefiting from regular monitoring of your funds, ISAs and PEPs, and pension funds, you are missing out.

*We will let you know if any of your funds cannot be reviewed or monitored. In any event, to be eligible for the comprehensive service the total of your funds must exceed £20,000, which can include your partners investments if you wish.

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