If you want an ISA/Pension/Bond or a General Investment, but wish to spread your investment portfolio between any number of products and number of investment companies, with the added benefit of viewing your portfolio (with current values) on our secure web site, adding your Equity, Gilt, and Unit Trust/Investment Trust portfolios as well, we can provide that service. With your email instruction we can Buy and Sell those investments, within your nominee account. If you want income from any live investments (except pension plans), just let us know. And the beauty of all this is that because of the volume of sales through the site, the fund manager charges are reduced to the lowest possible level, giving you an immediate head start on any form of investment. For your direct investments we can also provide a Capital gains tax calculator, based on that days prices.
If you simply want a standard investment package with one insurer, we are more than pleased to oblige, but we cannot liquidate your investments to cash without your written instructions and losing a week in the process could be detrimental to the overall value of the portfolio.
Today's Government want to see charges/costs coming down, and Investors paying for the advice they receive. We have no objection to a fee charging basis, but we also recognise that some clients do not wish to pay a fee, so again, we will always offer a commission based option, while insurers still wish to provide one.
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