This is a key area and although its a lot easier said than done, consistently getting an extra few percent each year can make a huge difference to your pensions and investments. We have developed some specific services in this area to try and do just that.
- Our advanced investment program is a special program where we will try to improve and monitor the performance of your investment or pension funds. Our fee is based purely on performance. Each year you only pay us if your funds have grown by more than the sector average, any year they don't achieve this you pay us nothing. Furthermore in most instances in any year where we have earned our fee this can usually be paid from your pension or investment itself if you prefer. If you are paying an on-going fee in relation to your pensions or investments currently regardless of performance/results achieved, maybe think about whether you feel this is fair and good value for money.
- Low cost tracker portfolios structured to suit your specific circumstances.
- Regular on-going written reports and monitoring of your funds.