iPortfolio

As part of our service to you, we also offer our iPortfolio program. This is an investment planning service that provides you with regular monitoring and reporting on how your investments are performing.

With iPortfolio, the following services are provided:

• Annual face-to-face financial review meeting
• A full portfolio review
• Reassessment of your Attitude to Risk
• Rebalanced portfolio where appropriate
• Regular global market updates
• Portfolio valuations every six months
• Investment fund alerts
• Investor Help Desk

The iPortfolio service is available for a small monthly or annual subscription fee which is based on the amount of monies invested in your portfolio. To find out more about the costs and benefits of our iPorfolio service, please contact us, or why not take the Portfolio challenge, and experience some of the benefits of the service in a one-off FREE TRIAL.