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Posts Tagged ‘Portfolio’

What’s on my desk right now

Icon Written by Flora Maudsley-Barton on 22 Sep ’09 – 12:34 pm

I’ve four similar cases on the go at the moment, all at different stages, all investing for long-term income. Drs H invested for income two years ago, when he retired.  Our second annual review will be on Friday.  I’ve begun preparing for that, with a performance review of all the funds and holdings within the more »

Tags: Business/Finance, income, inflation, Portfolio, retired, Retirement

Investment Review

Icon Written by Flora Maudsley-Barton on 11 Mar ’09 – 4:40 pm

Our clients welcome Parsonage’s investment review service because they recognise that it is essential to look after their investments. They welcome the reassurance that comes from knowing that a Chartered Financial Planner is monitoring their investments for them, backed up by a team of technicians.  Would you appreciate our investment review service?  We have many more »

Tags: Fund Performance, Investment Portfolio, Investment Service, Investments, Monitoring Performance, Parsonage, Performance Objectives, Portfolio, Service Monitoring, Withdrawals