HomeOur Aim
Wherever you are invested, the past couple of years have certainly been a roller coaster ride with greater volatility than perhaps ever before.
Our aim is for you to be as informed as possible and for your money to work as hard as it can for you.
It is often difficult to keep track of how your investments are performing; we will therefore show you how your portfolio has performed and how well it is doing against other investments.
At Investment Sense we also believe that charges should be fair and transparent. We will therefore show how much you are being charged for your investment by both the Fund Manager and any Financial Adviser associated with the plan; you can therefore decide for yourself whether you are getting value for money.
Finally, we will also give our thoughts on how you might simplify your portfolio, improve on performance or make it more tax efficient; all things that can help to make your money work harder for you.
How it works
At Investment Sense we like to make things as easy as possible for you.
All you have to do is print the questionnaire, the link is below, complete it and sent it back to us.
The questionnaire should take no longer than five minutes. Don’t worry if you can’t provide policy numbers for all your investments, we can usually track them down providing we have your National Insurance Number, your date of birth and the name of the investment provider.
We will then contact your investment providers, just for the information we need to compile our report. The provider will also move the ‘servicing rights’ to Investment Sense, this means that any ongoing commission, usually between 0.35% and 0.5% of the plan value, will be paid to us. You are paying this already, regardless of the service you may or may not be receiving. In return for this we will keep you regularly updated about key matters affecting your investments and be on hand to answer any queries that you may have. You can of course move your plan to a different IFA at any time should you wish to do so.
Once all information is back with us, we will produce our report and send it to you in the format you have requested.
It really is that simple and remember this service is completely free, with no hidden charges or strings attached!
The small print
As with all financial arrangements there has to be some small print, we don’t want to make it too small though, so here it is:
The report is for information purpose only, once you have read your report, advice can be requested. Remember there is no initial fee or obligation.
The report is only available for ISAs and Unit Trust investments. If you have an Investment Bond, please contact us for details of how this can be reviewed.
We cannot review single company shares.
If we are unclear about what your requirements are, we may contact you by telephone or email for clarification. This will help make the report more accurate and useful to you.
We guarantee that your information will be treated confidentially and will not be passed to 3rd parties.
Portfolio Review questionnaire
