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Reduction in the Dividend Allowance
It was announced in the Budget that the Dividend Allowance will be reduced from £5,000 to £2,000 from April 2018.Read more >
16 Apr 2017
Class 4 National insurance u-turn
One of the significant announcements Chancellor Philip Hammond made on Budget Day was the proposed increases to the main rate of Class 4 Nat...Read more >
14 Apr 2017
Tax-Free Childcare to be rolled out from 28 April 2017
Tax-Free Childcare, the new government scheme to help working parents with the cost of childcare, will be launched from 28 April 2017.Read more >
13 Apr 2017
Xero now has over one million subscribers!
At Prime we love Xero and have been fans from the start! It gives us immense satisfaction to see that Xero have now got more than One Millio...Read more >
7 Apr 2017
What business can learn from sport
There are many correlations between Sport and Business, the planning and discipline that goes into being a successful athlete are equally ap...Read more >
8 Dec 2016
Autumn Statement Summary
Yesterday George Osborne presented the first Autumn Statement of this Parliament. So what exactly did the Chancellor say and, more important...Read more >
26 Nov 2015
Contact Prime Today
To discuss our Investment Portfolio Service, please contact us for a free initial meeting.Please Email Us >
Whether you are a busy executive, balancing the demands of the home or enjoying your third age, you may feel unable to devote sufficient time to the management of your financial affairs. Many individuals find that they, over the course of their lives, acquire piecemeal investments in the shape of various pension arrangements, ISAs, other shares and insurance bonds.
Together with their specialist partners, Prime offers an investment management service that provides the benefit of our many years’ experience in differing market conditions. This has enabled us to package a risk graded portfolio management service which is equally adept at managing all of your non-cash assets (excluding directly held bricks and mortar), whether they be within your Pension Scheme, Individual Savings Account, Insurance Bonds or unfettered assets.
After thoroughly assessing your current circumstances, aims and objectives, we ascertain what level of risk you are prepared to take. For ease of understanding, we have clearly identified 5 levels of risk from which you can choose your investment portfolio:
- Very Cautious
This means that if you feel you fall into the “adventurous” category, we would place your funds into an adventurous portfolio which will be actively managed within the defined parameters. The investment management service allows you to view your portfolio online whilst also providing regular reports and evaluations on performance.
(The value of investments, and the income produced from them, can fall in value as well as rise.)
Call Prime Today - we're here to help
Please contact Prime Chartered Accountants to discuss if an Investment Portfolio Service is suitable for your financial affairs.
Coventry - 024 7651 8555 or Solihull - 0121 711 2468