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Investment Bond launched
National Savings and Investments (NS&I) has recently launched a government-backed Investment Bond. The main details of the Bond are...Read more >
13 May 2017
Business response to General Election on 8 June
In response to the announcement of a General Election on 8 June Carolyn Fairbairn, CBI Director-General, said:Read more >
9 May 2017
Changes to the PAYE Tax system using Real Time Information
HMRC have announced that from the end of May 2017 they will be using Real Time Information (RTI) to make adjustments to employee tax codes i...Read more >
7 May 2017
Solihull Chamber survey surprises
Last week Kevin Johns, Prime’s Managing Director and President of the Solihull Chamber, hosted the Solihull Chamber Breakfast. The eve...Read more >
17 May 2017
HMRC have announced changes to requests by agents for pay, tax and employment history details
HMRC have reported that they have witnessed an increasing number of security issues recently, particularly related to requests from agents f...Read more >
15 May 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
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