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  • Contact Prime Today

    Contact Prime Today

    To discuss our Investment Portfolio Service, please contact us for a free initial meeting.

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Investment Portfolio

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
  • Cautious
  • Balanced
  • Adventurous
  • Aggressive

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