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Free Investment Review - Fund Performance Health Check

Do you know how well your investments are performing? Are your investment returns adequate? When was the last time you evaluted the fund performance within your portfolio?

 
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Investment Performance Health Check

There is absolutely no charge for your investment performance health check. When you complete the above from Principle First to act as your agent. As such the 'trail' commission, which is included in the annual charges you will already be paying, is transferred to us and this covers the cost of the service.

Changing agents in no way affects your investments and you ultimately have control over them. However when you transfer to us you benefit from having your investments on one platform and having access to our unique client investment management system. You will be issued with your own secure login details which allow you to monitor the investment performance and value your investments online. You can also buy, sell, top-up and transfer your investments within a few mouse clicks!

All in all our investment review gives you the benefit of an expert opinion on the fund perfomance of your portfolio and also recommendations of where potential improvements can be made.
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Online Fund Supermarket


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ISAs and Unit Trusts

Discounted initial charges

Save up to £378 on charges

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Buy investments online
Best ISA & Unit Trusts for you
Discounted initial charges to invest online
Save up to £378 when you invest online
View your investment portfolio 24/7
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Gareth Flanagan, Founder
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Chartered Financial Planners
- Principle First Financial Services are one of the few Independent Financial Advisers to achieve Chartered Status in the UK - a reflection of our professionalism and dedication to providing the highest level of customer service and financial planning, including wealth management and inheritance tax planning.

Principle First Financial Services is a trading style of GMF Marketing Services Ltd. which is authorised and regulated by the Financial Services Authority. Principle First Financial Services is entered on the Financial Services Authority's register under reference number 409667.

PAST PERFORMANCE IS NOT A GUIDE TO FUTURE RETURNS & INVESTMENT RETURNS MAY FALL AS WELL AS RISE - Risk Profile must be clarified before proceeding with any investment advice. Our bespoke financial planning service incorporates a comprehensive risk profile review as part of the evaulation.
Principle First - Chartered Financial Planners