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The Investment service and information we provide

The decisions you make about your savings and investments directly affect your future wealth. The right advice and investment balance is paramount. We will structure a portfolio specifically to your needs, wants and requirements using the most appropriate contracts available.

In order to deliver maximum long term growth and meet your income needs during the life of the contract, it must be borne in mind income is a product of capital growth.

Only be achieving a growth rate above the rate of inflation will we be able to maintain the real value of the investment. In order to achieve this objective, income may vary during the life of the contract. Dependent on market conditions and interest rates, income may have to be sacrificed to preserve the real value of the portfolio.

Our service to the client

Investors linked to such investments will naturally expect to be kept fully informed about their investment.

• An annual statement will be issued from the Management Group, along with a market update and performance report.

• A valuation can be obtained at any time by contacting either Gary Brown or Charles Prusmann on 0845 127 2323.

• Specific advice can be obtained, in relation to Fund Performance, Sector Volatility and Management Group results in comparison with all other Groups in the sector.

• In addition the facility is offered of a yearly meeting, to discuss performance record and future prospects of the portfolio.

We hope the on going service we offer will allow you to obtain the best possible return from your money. Whilst having a portfolio specifically catering to your needs throughout life.

With the sophistication of investments linked to the Stock Market today, professional management is proving itself to be the only secure way to invest. With the use of the most respected Management Groups in their sectors and the aid of the most modern computer systems, we are able to offer the client a portfolio which should offer consistent performance and maximum long term growth.

All the above are centered around our analysis of fund performance for each Management Group and the personal service we offer to clients. This ensures they have the right information to make informed decisions about their portfolio and obtain the best return on their investments