R.J. Nash Consultancy Ltd     
  Independent Financial Solutions
                                                                                              
 Call us now on 01296 399 622
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Portfolio Healthcheck – we can help:

Discover what your entire ISA, PEP, Unit Trust, Investment Trust, Investment Bond portfolio is worth? (you may have one or more of these investments)

    Find out how you might improve the performance of your investments.

    Establish an overview of where your entire portfolio is invested.

    Establish if you have a balanced spread of investments to maximise opportunity and reduce risk if required.

    Ensure that your investment portfolio matches your attitude to investment risk profile, ie, cautious, balanced, adventurous,           
        speculative.

Click here for our Portfolio Healthcheck. Simply print & complete the form, then send it to: *

Note: If you have more than 5 provider investments in your portfolio, please print an additional form to complete.  If you have joint investments in your portfolio please complete a separate form for each owner of the investments and duplicate the joint owned investments on each form, signing where stated.

The form really is as simple as it looks.  All you need to do is list any holdings you have, (ISA’s, PEP’s, Unit Trusts, Investment Trusts, OEICS or Investment Bonds) and then sign and date it, ensuring you include the provider of the investment on the form.

This instructs your fund manager to give us all the necessary up-to-date information and tells them to deal with us as your servicing agent.

Everything to gain, nothing to lose

If your existing broker is not supplying good, or indeed, any comment, register your holdings with our portfolio Healthcheck to receive our views.  There are no costs and no changes to your holdings so what have you got to lose?

Who is this service for?

Our service puts you in an excellent position to assess the prospects for your portfolio yourself, but it is not personal advice.  If you wish to receive advice from us an appointment can be made to conduct a review of your holdings, which will enable us to give you clear, quality advice and recommendations, which meet your needs.

Investment values can go down as well as up and you may get back less than the amount you invest.