The Money Label
What is it?
Our “Money Label” service allows us to delve deeper into client portfolios allowing us to see what’s really going on with your investments and enabling us to identify areas where changes need to be made.
Unsurprisingly, many of prospective clients come to us under the illusion that their portfolios are set up with funds that would work best for them, and to their optimum.
we will identify areas
where changes need to be made
We review each and every investment fund to check where your money is invested, how it is performing and whether the funds are morally acceptable to you.
Any that really aren’t working are easily identifiable which allows us to make the relevant recommendations to you on how you can switch your investments to work the best they can for you.
Do you really know where your money is invested?
Contact Us Now
If you'd like us to get in touch with you all you need to do is head over to our Contact Us page and complete the form.
If you'd rather not wait, there are a number of ways for you to get in touch with us directly.
Chester: 01244 659659
Oswestry: 01691 654613
Hilliards Court, Chester Business Park, Chester CH4 9QP
9-11 Salop Road, Oswestry, Shropshire SY11 2NR