Email Us
Colin Tanner
Financial Adviser
Mobile 07776 085919
Fax 01292 478024
Solicitors Financial Services (Central Scotland) Ltd is authorised and regulated by the Financial Conduct Authority.
We are entered on the FCA Register No 232377 at www.fca.org.uk/firms/systems-reporting/register
Registered in Scotland No 191717. Registered address: Suite 38, Alloa Business Centre, Whins Road, Alloa, FK10 3SA.
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Do your investments need a lift……….?
Achieving the right balance between flexibility and cost is a crucial part of our service, and typically we advise:
Up to £25,000 – invest in managed funds
£25,000 to £75,000 – invest in model portfolios
Over £75,000 – invest in model portfolios and/or
individual fund selection
Within this framework we actively tailor solutions for each individual’s particular circumstances.
Investment funds managed professionally by an expert fund manager who invests in a variety of investments.
The actual type and mix of investments within the fund depends on a predetermined mandate communicated by the Fund Manager. With managed funds, your money is pooled together with that of other investors to create a single strong fund.
A series of investment solutions that can be characterised by a consistent risk profile, asset allocation and in most cases fund selection.
Individual Fund Selection
A fund selection process which incorporates a variety of different research resources to select a shortlist of funds in each of the asset classes used to build the portfolios.
Individual fund selection provides the most flexibility, however it generally incurs the greatest costs. Conversely, managed funds have more limited flexibility, but are generally very cost effective in management terms.
Model portfolios provide a balance between these two options.
Always remember that:
- Past performance is no guarantee of future returns.
- The value of investments is not guaranteed and on encashment you may not get back the full amount invested.