OUR PERFORMANCE

Detailed below is our model portfolio which we use to create new client investments. At future reviews we compare your funds to the current model, to determine whether we recommend changes to your investments.

The data shown is the performance of our actual model portfolios. This gives an indication of the past performance of these strategies, but will vary for individuals based on their own circumstances, the timing of their investments, withdrawals, tax, charges, and other individual factors. 

Take a look at our model portfolio data…  

About this data

The performance shown is prior to any investment charges, in Pounds Sterling, to 30th September 2017. These figures are not guaranteed to be repeated in any way, and capital invested can fall as well as rise. Past performance is not a prediction of future performance.

The Financial Express risk scores are a scale used to show the relative risk of our portfolios to the FTSE 100 index of UK shares over 3 years. Financial Express shows the UK stock market to be 100 on this scale, and shows the relative risks of the model portfolios compared to the UK stock market and each other.

POTENTIAL GROWTH

The below figures illustrate the growth you might have received, had you invested £300,000 in the above model portfolios 5 years prior to the date of the investment data.

  • Cautious – £67,269
  • Moderate – £123,708
  • Adventurous – £163,905

* How these calculations work
These results show the investment growth you might have received, had you invested £300,000 in the model portfolios 5 years prior to the date of the investment data, based on the actual returns delivered over that period.
Please bear in mind that these figures are in no way guaranteed, but are designed to give you an understanding of the potential benefit of employing us as advisers.

The calculations assume that your investments grew by the published 5-year annualised return, based on the risk profile shown.
In practice the returns of your portfolio will depend on the timing of your investment, the actual funds selected, and the tax position. Therefore, these figures cannot be guaranteed, and will prove to be different to the results shown.
We have also assumed you will pay 1% charges for your investment wrapper and funds, plus our published advice fees. Again, the actual charges will depend on the solutions recommended to you.
This shows the investment growth after all charges, but prior to tax and any withdrawals.

We work with our clients via our new award winning service, Prosper.

Helping you secure your future and live your dreams

 

Welcome to our Prosper service.

Our goal is to help you achieve your full potential using our award winning financial planning and wealth management services.

We believe that everybody deserves to live a secure and fulfilled life and this belief is what our Prosper service was built around.

 The service focusses on three main areas…

 

CLARITY

Our Prosper service is designed to help clients gain complete clarity over their present and future financial positions. We use our planning software to show how different scenarios will affect their  long term security. 

FOCUS

By developing a comprehensive Financial Plan, we enable clients to take control of their finances and focus on getting them to their goals as quickly as possible.

FREEDOM

With a Financial Plan in place, your clients can sit back and relax, safe in the knowledge that their money is being looked after by regulated experts with a track record for growth and a genuine dedication to customer care.

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See what sets us apart from other advisers...

Unit 5, Park Lane Business Centre, Park Lane, Langham, Colchester, Essex CO4 5WR

A DIFFERENT APPROACH

We focus on so much more than just your finances. We aim to help you reach your full potential, achieve your goals and help you live the life of your dreams.

Click below and discover our Prosper service.