Welath Management

By: Simpson Financial Services Limited  03/02/2011
Keywords: investments, financial advice, financial planning

Using our years of experience we can provide you with a comprehensive wealth management service.  This starts with a thorough analysis of your existing investments, investment goals and attitude to investment risk.

When appropriate we use the latest WRAP technology to then manage your investment on a dialy basis.  WRAP technology allows us to commonly manage your portfolio irrespective of the tax wrappers used such as ISA, SIPP, Bond, OEIC, Unit Trust etc.

We are not discretionary fund managers so any ongoing changes to you portfolio need to be countersigned by yourself. 

Portfolio valuations are updated in realtime and access to this is given to you via our website.  In additio, you will receive a quarterley comprehensive report and offered a "face to Face" review each year.

Keywords: Advice On All Financial Services, financial advice, financial planning, impartial advice on all financial services, investment advice, investments, Investments Pensions

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