Critical questions you should ask yourself as an investor
Do you really know how well your PEP, ISA or fund is performing? We all know the stock markets can change rapidly, so in an ever-changing environment it is really important to know just how your investments are holding up and if they are performing as well as they could and in line with your objectives.
How do they compare against similar investments?
We believe that most investors are not given enough information to monitor performance after they invest. What’s more, tens of thousands of people may not be getting anything like the best returns on their investments simply because they don’t know how well their investment compares to other similar funds. The answer for many investors is “no”. Everyone should receive a statement at least once a year, usually provided by the Fund Managers themselves. If the fund has been successful in relation to other comparable funds, it will make this clear. But what if it hasn’t been successful? You could be losing out!
Would it be helpful to have a completely independent review of the performance of your investments.
Countrywide Estate Planning ifa has put together an expert service to provide a completely independent review of your investments at no extra cost to you!
To take advantage of this service, call us on 01926 514393 or complete our online enquiry form.
If you have any queries why not take a look at our Frequently Asked Questions (FAQ’s)- designed to answer some of the most common questions we get asked about the Countrywide Estate Planning ifa Investment Review Service.
Tax treatment is dependant upon individual circumstances and may be subject to change in the future.
The information given does not provide specific advice and may not be suitable to your individual circumstances.