The Number That Changes Everything
Just a 1% uplift in either investment performance, or through a reduction in annual costs, on a £300,000 investment portfolio, delivers £3,000 in year one.
Over 30 years, assuming an average annual return of 6% compounded, that £3,000 could grow to £227,997 in additional savings or increased returns on its own.
But by keeping the initial £3,000 invested in your portfolio, plus that ongoing 1% you either save or secure, it makes an even bigger difference.
It could contribute to a final portfolio value of approximately £2,283,677 compared to £1,723,047 without the compounded savings or return uplift.
Reducing fees directly boosts net returns. Improving performance through better asset selection does the same.
A Full Review at Our Expense
I am offering to conduct a full review of your existing ISA, pension or investment portfolio at our expense.
I am not asking to take over anything, or for you to even commit to a meeting. If you do not feel I can add value, nothing else happens and you remain just as you are.
My Letter of Authority can be emailed to you, to enter your existing portfolio details and sign with a simple click through DocuSign.
I am interested in understanding your:
- Equity and bond weightings
- All charges from the provider, the funds and your adviser
- Geographic asset allocation within developed and emerging world countries
The completed LOA will simply allow Mary, my fabulous assistant and youngest of 6 siblings, to gather and collate the detail from your current providers.
The Process
What you are looking at above are the three stages we pass through: the LOA on the left, a redacted example working sheet, and my end reporting.
The whole process could turn out to be worth a small fortune. It really could. No exaggeration.
There is literally no risk, no cost, and no expectation of going any further on your part. Just give it a chance. That is all I am suggesting.
In around 8 out of every 10 cases I can make a material difference, and there is every chance I can do the same for you.
How to Get Started
To start the process of capturing your 1% uplift, get in touch directly and I will immediately issue the LOA to your email.
If you would prefer to discuss this over the phone, give the office a call and ask for me, explaining you have received this LOA note.
Contact us today or call 0345 200 4041.
I hope to be helping you unlock the compounding power in your own portfolio very soon.
