The Execution Only service enables investors to purchase investments, at a significant discount, when compared to the standard initial charges that should apply. For investors seeking confidential and independent advice relating to their investment requirements, we offer a fee-based service enabling formal reports and recommendations to be prepared based upon your individuals needs.
Aegon/Co-funds is the preferred investment platform of Premier Investment Management Services Ltd, enabling structured investment portfolios to be created for clients, utilising a combination of quality investments from over 4,000 UK authorised funds.
Aegon/Co-funds is the preferred investment platform of Premier Investment Management Services Ltd, enabling structured investment portfolios to be created for clients, utilising a combination of quality investments from over 4,000 UK authorised funds.
Services
Founded in 1997 and incorporated in 2012, "Premier Investment Management Services Limited" are Independent Financial Advisers based near Cambridge, fully regulated by the Financial Conducts Authority, under reference 587647.
We provide quality investment advice to personal investors, enabling structured portfolios to be created, based around an individuals requirements from a risk, income, taxation and time horizon perspective, on a pre-determined fee-basis.The principle investment advisor and director is Lance Sharman, who has over 25 years experience within the investment industry.
We provide quality investment advice to personal investors, enabling structured portfolios to be created, based around an individuals requirements from a risk, income, taxation and time horizon perspective, on a pre-determined fee-basis.The principle investment advisor and director is Lance Sharman, who has over 25 years experience within the investment industry.
Our "Execution Only" service is competitive, with an advisor service charge of only 0.20% per annum being applied. Investors have the ability to select investments of their choosing from the 4,000 funds that are currently available within the "Aegon/Co-funds" on-line trading facility.
Significant cost reductions are automatically applied, as the investor decides upon the investment funds required, without seeking advice, but naturally expects the cost of advice not to be included within the charges levied.As a result, any new investments will automatically be purchased within lower charging "clean" costing units, which have no initial charge.
Significant cost reductions are automatically applied, as the investor decides upon the investment funds required, without seeking advice, but naturally expects the cost of advice not to be included within the charges levied.As a result, any new investments will automatically be purchased within lower charging "clean" costing units, which have no initial charge.
To enable investors to purchase "collective" funds online using BACS or debit card as a payment method or direct debit for monthly savings, we have established a link into the Aegon/Co-Funds.co.uk dealing facility. Any investment purchased by this method will be completed with no initial charge being applied.
Aegon/Co-funds is the preferred investment platform of "Premier Investment Management Services Ltd", enabling structured investment portfolios to be created for clients, utilising a combination of quality investments funds from a list of over 4,000 funds, which are currently available within the Aegon/Co-funds facility.
The Financial Express/Trustnet facility enables investors to research the investment funds that they are considering or monitor existing portfolios free of charge. A link into the investment information service provided by Trustnet has been made available for this purpose. Investors will have the ability to review performance graphs, charts and fund information for a vast number of funds from leading investment organisations.
Reviews
Be the first to review Premier Investment Management Services.
Write a Review
