Posts Tagged ‘Investment Advice’

Barclays investment funds: risk level altered without notifying clients

Monday, February 8th, 2010

investment funds

Barclays has revealed that it did not advise its clients of changes to the risk profile of some of its investment funds, following a review of its funds products during 2007. The news has emphasised the need for funds investors to constantly and regularly review their funds investments, with the help of an independent financial adviser.

Investment advice needed? Online investing advice now an option.

Saturday, February 6th, 2010

Investment advice is still a service that only the minority is availing of, warns Principle First. “Only 20% of consumers in the UK are seeking financial and investment advice, shocking statistics for something that should be so important.”
With the lack of investing advice, many people have poor-performing ISA’s or bonds, and have not adequate pension provisions [...]

One in five stock market investors never review performance

Tuesday, November 10th, 2009

Over one in five (22%) of UK stock market investors admit they never review their fund investments to check on performance, according to new research conducted by Prudential. 
Over two-thirds (65%) of UK adults rely on internet searches or newspaper articles when selecting where to place their savings, instead of seeking the help of a professional adviser [...]

Investment tips for 2009 and 2010

Sunday, November 8th, 2009

I have come back from a seminar by Invesco Perpetual, where I received information on their future investment strategy. Getting information like this direct from the Fund Managers of one of the most efficient investment companies is worth considering, and building into your investment strategy.
Be aware, that when advising clients and building our Principle First [...]

How often do you review your finances?

Saturday, March 7th, 2009

As a firm of Chartered Financial Planners we get a lot of new clients saying they have been disapointed and/or disheartened with previous investments or pensions. This has affected their long term opinion on investment funds, whether they have had their funds in a pension or general investment structure, such as an ISA, PEP or [...]

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