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It would seem that despite continued
uncertainty, the economy is making steps
towards a recovery. the recession
officially now behind us. Those
invested in the stock market's would
have noticed improvements on twelve
months ago. The
brave, it seems, were rewarded for
invested or staying invested. There is
of course a way to go and the economy
remains fragile but we believe full of
opportunities. It is timely that we
have created a new more active level of
investment management service; Private
Client Portfolio Service
www.privateclientportfolioservice.co.uk
This wealth management style of
investing provides a structured and
active tailored portfolio of funds from
the whole of market that we believe to
be the "best in breed." We monitor and
make changes to the portfolios regularly
to ensure both qualitatative and
quantitive benchmarks are observed. If
you would like to know more about the
service, please contact us or download
the brochure for a full explanation.
Savers will have noticed that maturing
term deposits are going to suffer rates
often around 1.0% net. Investors in the
stock market however, will have seen
valuations return to more satisfying
values, in some cases quite
significantly. There is no question
that any saver or investor seeking
income may have to take on more risk if
they are to continue with desired levels
of income. Both equities and fixed
interest stocks look attractive and
offer good opportunities for growth
and/or income. Volatility is no doubt
a problem and no one is certain how long
it will last. Strong companies with
good track records and proven management
continue to be unfairly down valued.
Are these companies great value right
now? We believe that current value in
the markets, has not been seen for a
very long time. Perhaps the stock
markets may prove to be the least of all
the evils?
Staffed by experienced professionals, backed
up by capable administrators, Law Financial
Planning guides private individuals and business
proprietors in initial strategy and through
regular reviews.....
The vast financial markets encompass
investments, pensions and insurance protection,
representing a complex and fast changing set of
options. The services and expertise of our
professional, qualified and experienced
financial planners will assist you in assessing
your individual situation now and your plans for
the future, guiding you to the correct solution
- and managing changes in your needs as they
occur......
In summary, we advise on:
-
management of your risks
-
management of your assets
-
management of your taxation and
debt
-
pensions
-
inheritance tax advice
-
long term care
-
investment and savings
...bringing in other professional specialists
when appropriate.
Our costs are met by charging competitive
fees or through receipt of commission where
applicable: all charges are entirely
transparent.
Based in
Norwich, we have a small office in
North Norfolk and are able to meet clients in
Norwich, London and throughout East Anglia.
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 Legal Information:
The guidance contained within this website is subject to
the UK regulatory regime and is therefore targeted at consumers based in the UK.
For
investments we make recommendations from the whole of the market.
Our
Privacy Policy:
You voluntarily choose to provide your personal details via this
website. Personal information will be treated as confidential by us,
and held in accordance with the Data Protection Act 1998. You agree
that such personal information may be used to provide you with
details of products or services in writing or by telephone.
Law
Financial Planning Ltd is authorised and regulated by the Financial
Services Authority.
The Financial Services Authority
does not regulate Taxation Advice, Will writing and some forms of
Mortgages.
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