Whether you have a lump sum amount to invest, or wish to start building up your retirement fund, we provide advice on tailor made diversified investment portfolios.
Our Portfolio Monitoring Service (PMS) is designed for the benefit of all clients, but particularly for those who do not have the time, resources or inclination to manage a portfolio of investments on a day to day basis. PMS allows clients to have the benefits of Naylor Lawrence & Associates Financial Planning’s financial and economic research, strategic planning and administrative capabilities. The following are provided as part of this service:
- A free, no obligation initial consultation
- Investment Proposal designed to individual circumstances
- Implementation of Investment Portfolio
- Six-monthly or annual reviews accompanied by a comprehensive Portfolio Monitoring Report
- Ongoing provision of advice
- Detailed tax and transaction reports for the year ended 31 March to assist with the completion of Taxation Returns
