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Investment Portfolios

New Investment Solution

In our view, it is essential that any long term investment is monitored and reviewed throughout its life to control investment risk.  To achieve this, we have developed investment Portfolios which address differing risk profiles to meet individual investor attitudes to risk.  These Portfolios are monitored on a weekly basis to identify trends in performance. 

Transfer Existing Investments

If you have existing investments, whether Pension funds, Investment Bonds, ISA’s, PEP’s or Unit Trusts, these can all be easily transferred to our Portfolios at little or no cost. New investments can be set up simply and efficiently into appropriate Portfolios.

The following risk warnings apply to investment into our Portfolios:

  • Past performance is not a guarantee of future performance
  • The value of your investments can fall as well as rise
  • Sanderson Financial Consultancy does not guarantee the performance of any of its Portfolios


Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Sanderson Financial Consultancy Ltd is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 135856

 
The information contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK only.