With a choice of over of over 900 funds through 67 leading fund managers we use an asset allocation approach to build our clients' portfolios, all matched to our clients' personal attitude to risk.
Clients have the option to include their ISAs, Pensions and Investment Bonds all on the same platform and we review performance and make changes quarterly as part of our wealth management service.
The platform enables our clients to hold and manage all of their fund-based investments within a single, consolidated portfolio. It provides an environment where we can help you control your investments; where you can review them, ensure that your investments match your attitude to risk, and take advantage of switching; free of any charge.
With more than 900 funds to choose from and a range of ways to invest in them including pensions, investment bonds and ISAs, you can build-up and maintain a portfolio of investments that grows and adapts in line with your needs.
Tax wrappers are not investments in their own right but when you hold your funds inside them they often enjoy certain tax benefits. We will be able to recommend which tax wrappers/investment products are most suitable for you.
Why have we chosen Skandia's investment platform to host our clients fund based portfolios?
Choice:
- Providing you with access to more than 900 funds through 67 leading fund managers all under one roof, we can help you to create an investment portfolio tailored to your needs.
- Offering a range of tax wrappers to help save you tax.
- Holding your investments in one place helps make your life less complicated. You will receive a consolidated statement showing all the tax wrappers you hold and the investments held within them.
- All tax wrappers allow access to cash in the form of a cash deposit facility or a cash fund. In times of uncertainty this can provide you with a temporary safe haven for your money. In accordance with HM Revenue & Customs (HMRC) requirements, cash can only be held in an ISA temporarily while you decide which funds to invest in. There are also tax implications for any interest earned on such cash deposits.
- Features such as portfolio rebalancing and phased investment provide useful tools to help us manage your investments.
- You can get online access to up-to-date valuations on all the tax wrappers and services you hold in your name with us, 24 hours a day through our secure website.
- Switching your funds is easy and can be done free of any administration charge.
- The range of flexible income options provides you with access to your money in a variety of ways – each designed to suit your needs.
Footpath Financial Limited is a firm of Independent Financial Advisers who are authorised to advise on and bring about deals in investments. Based in Farnham and Crowthorne we serve the Guildford, Hindhead, Alton, Farnborough and Basingstoke areas. We are Authorised Representatives of the Financial Planning Partnership, who are authorised and regulated by the Financial Services Authority.
