Subscribe to our e-news
Register now to receive regular e-news bulletins designed for business owners and individuals.
Please enter your email address below:
Childcare Services compensation
The government are offering compensation to those who have been affected by problems with the implementation of Tax-Free Childcare.Read more >
6 Sep 2017
HMRC online forum and webchat
HMRC have announced the introduction of a new online tax forum and webchat service for small businesses.Read more >
1 Sep 2017
Charities bound by new Fundraising Preference Service
A new service is now available for individuals who want to limit the contact they receive from charities. The Fundraising Preference Service...Read more >
4 Aug 2017
Solihull Chamber News Column - 24th August 2017
The Chamber’s Quarterly Business Report (QBR) always highlights some interesting information on what is happening in the business worl...Read more >
24 Aug 2017
Solihull Chamber News Column - 10th august 2017
As Brexit becomes a reality, the Chamber of Commerce’s International Hub is stepping up its drive to encourage and help businesses to ...Read more >
10 Aug 2017
Solihull Chamber News Column - 20th July 2017
I read recently that the amount of cyber-attacks targeting businesses has increased by more than half in the second quarter of 2017, accordi...Read more >
20 Jul 2017
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