Benefits of receiving our Investment advice & arrangement service
We can provide a hands on fund management service year on year, looking to switch you in and out of funds as appropriate, identifying and ejecting ‘dog’ funds through periods of bad performance, and entering funds where unit prices have dropped, aiming to exploit opportunities. This will also seek to preserve capital through market downturns, with options to get out of various funds for set periods of time and re-enter when prices have fallen .
We look to provide bring outperformance to your money, over and above the growth you may be able to achieve yourself. Historically with many of our clients this has proven to add at least 2% per annum growth after charges. Working with c £100,000 as a guideline, this could add value of c £2,000 per annum as a result of our initial advice and monitoring/review arrangements. Of course there are no guarantees on performance and capital can fall as well as rise, so strict risk management is maintained throughout.