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Portfolio Valuation

We aim to keep our clients informed and updated. One way of remaining “on top of things” is regular portfolio valuations so our progress and performance can be monitored. Depending on the type of portfolio and the client’s requirements we will carry out semi-annual or quarterly reviews. Daily “ad-hoc” valuations is also available for the very active investor.

We also offer this service for prospective clients. Getting a second opinion is paramount to success.

To find out more about this service please contact your partner for growth on 0207 100 3544.

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Risk Warning

There is an extra risk of losing money when shares are bought in some smaller companies . There is a big difference between the buying price and the selling price of these shares. If they have to be sold immediately, you may get back much less than you paid for them. The price may change quickly and it may go down as well as up. Past performance will not necessarily be repeated and is no guarantee of future success. Investors should carefully consider their own personal financial circumstances before dealing in the stock market. Investors should pay due regard to their specific investment objectives, investment risk profile or financial background. For this reason, AIM quoted shares may not be suitable for all investors, and if you have any doubts, you should consult an independent financial adviser.