Kenneth was referred to Audley by a colleague. He had invested into ISAs over many years through his local building society and had established a good-sized portfolio. Kenneth was concerned that whenever he went into his local branch, nobody could seem to offer him any advice with regard to the current investment funds. We were able to provide Kenneth with an investment report detailing the performance and charges, and how speculative the funds were. It was clear the funds were too high risk for Kenneth so we advised on a new portfolio in line with his attitude to investment risk. We have also set in place annual reviews where we can meet and discuss his investments in the future.
Investment – Kenneth’s Story
Pension Transfer Advice