The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.
We are independent investment advisers specialising in offering performance related advice on investments, trusts, pensions and retirement planning. Our objective is to preserve and increase the real value of your wealth by thorough research, professional advice and efficient servicing. Here at Vertis we produce our own quarterly investment reports.
We are independent investment advisers specialising in offering performance related advice on investments, trusts, pensions and retirement planning. Our objective is to preserve and increase the real value of your wealth by thorough research, professional advice and efficient servicing. Here at Vertis we produce our own quarterly investment reports.
Services
Vertis Private Wealth Management Limited are independent investment advisers specialising in offering performance related advice on investments, trusts, pensions and retirement planning. Mitchell Neale (Director) holds the Investment Management Asset Allocation Qualification of the Institute of Investment Management and Research.
The financial services industry is preoccupied with volatility as the only method of measuring risk and hence meeting the attitude to risk of their clients. Unfortunately, the volatility of any particular investment changes as economic; credit and valuation risks change. Some believe that investing and holding one particular asset and disregarding its valuation will produce successful returns.
When you invest into a UK stock market Open-Ended Investment Companies (OEICs), Unit Trust, Investment Trust or Pension Fund, your fund manager's objective is generally to provide the best possible returns with a reasonable degree of volatility by investing in UK shares.
He may do this successfully and outperform the UK stock market by buying shares that offer better value relative to the market and selling and avoiding those shares which offer poor relative value.If the UK stock market falls he may well outperform the market but the value of your investment may still fall.
He may do this successfully and outperform the UK stock market by buying shares that offer better value relative to the market and selling and avoiding those shares which offer poor relative value.If the UK stock market falls he may well outperform the market but the value of your investment may still fall.
From the commencement of business in 2000 as Mitchell Neale Investment Services, we have always operated on a fee basis in the belief that a lot of financial advice was inappropriately motivated by the availability of high levels of commissions which were payable to financial advisers. This often influenced advisers to recommend products that were not the most suitable for their clients.
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