CORPORATE FINANCIAL SERVICES – Wealth Management

When was the last time your portfolio underwent a comprehensive health check, if ever?

The investments you have may have been the best available at the time, but in a rapidly changing economic world that may no longer be the case. Fund manager moves are increasingly common and stock markets remain volatile, just two reasons why it is vital that a regular check is carried out to ensure your investments are the right ones to fulfil your expectations.

Fast, Free and Effective
Such checks are normally time consuming and expensive, so why not let City Financial carry them out quickly – and for no charge – using our Portfolio Analyser.

Firstly, we will establish your investment objectives. This will dictate the proportions of your portfolio which should be invested in different types of assets. A cautious investor who wants very low risk investments would normally, for example, have less invested in stock markets than the more
adventurous investor.

The Portfolio Analyser will provide the answers whether you are reviewing existing investments or starting a portfolio from scratch. If you have existing investments, City Financial can contact each provider on your behalf for valuations. To achieve the maximum benefit from our Analyser we suggest you have recent portfolio or investment valuations available.

The Best Way Forward
We will then be able to demonstrate how your portfolio asset allocation compares with what we believe would be the most appropriate to fulfil your personal objectives. We will also show how your portfolio matches the risk profile you are aiming for.

We will analyse your individual holdings and their performance record and we will highlight holdings we think should be sold, or reduced in size. If you are investing new money, we will suggest funds which complement your existing holdings. You can then make “virtual” changes to the proposed portfolio and check if the changes optimise your investments to suit your personal preferences. When you are happy with the selections we will buy the funds.

We hope by this stage you will want to appoint City Financial as your financial adviser to ensure you obtain the best possible return from your existing portfolio and future investments.

We specialise in:

› Portfolio valuation
› Online transactions
› Consolidation of existing funds
› Offshore investments
› Investment bonds
› ISA’s
› Share selling service

To talk to one of our advisors, call 0800 3893345 or email info@city-financial.co.uk