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?
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.
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.