“How can annual reviews protect you when the FTSE Index falls 20% in one month?”
The answer is that they cannot.
At Richmond House Group in Hertfordshire we offer a comprehensive discretionary investment management service that can make proactive decisions on a daily basis. At outset you provide us with the authority to manage your investments and to make changes as frequently as required within agreed parameters. Whatever your investment requirements, you know that these are being cared for constantly by experts, thereby leaving you to run your business or simply enjoy life.
Below are some of the key benefits:-
- Initial consultation to analyse and agree your key objectives and our specific instructions.
- We constantly monitor and review the underlying assets and funds.
- Quarterly investment commentary by email.
- 6-monthly valuation of your portfolios including transaction history and performance comparisons.
|
- Annual meeting with your appointed adviser to review your objectives.
- 24/7 access to view your portfolio via the web.
- All changes to your portfolio at no additional cost.
- Automatic maximising of tax-efficient vehicles such as ISAs.
- Capital Gains Tax advice.
|
Our investment management team works closely with our advisers to bring a whole new dimension to your financial planning. Whatever your objective, be it retirement planning, inheritance tax mitigation, setting up a trust fund, saving for school fees, the one common theme is that monies need to be invested. The performance of those investments will be key to meeting your objectives and our hands-on management adds significant additional value in this regard.
Contact us now at our offices in Stevenage, Hertfordshire to see how we can add value to your portfolio.