How sick is your investment portfolio?

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As in life, an illness can sometimes go unseen for many years without making itself obvious, and others have very serious warning signs.

When you visit someone in the health profession they will immediately pick up on these symptoms and provide you with advice on how to tackle the situation. They also highly recommend that those individuals without obvious warning signs get regular health checks especially as they progress to their middle and later stages of life. The health profession recognise the importance of regular health checks and the occasional tonic boost.

In my profession I too can immediately pick up on symptoms if your financial portfolio is sick. The only difference being is that when I talk to people their investment portfolio’s symptoms have gone undetected for many years and would have continued to go undetected with serious consequences until it was too late to take any reasonable actions to remedy the situation.

High fees and unbalanced asset allocations from portfolios created by the traditional financial services Industry have a very serious impact on your future wealth. If these symptoms are not addressed now, they will not be able to recover and by the time they are diagnosed it will be too late.

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Are you paying too much in industry fees? Do you know the impact this could be having on your portfolio?

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Like us, in order to function at our best, it is important to have a regular portfolio check, because like an illness, if it goes undetected for many years it could have serious consequences leading to drastic circumstances.

Profit Given AwayGet your portfolio checked now, you may need to rely on it in your later years of life and you are going to expect it to be fit and healthy in order to support you as best it can. Don’t leave it to chance, as it may disappoint and then there is no going back.

Ask about our confidential second opinion service. We will give your portfolio an examination and we may be able to offer you some ideas on how to give your portfolio a tonic boost. If we find any symptoms we feel need addressing we can write you out a prescription on how to remedy it.

Remember you live the rest of your life in the future…. Why not make sure the future is going to be what you expect, take action soon.

This book is a detailed study of the wider issues that drive the performance and fee behaviour in the retail investment market and makes a lot of sense given the changes over the past 10-15 years.

There are some cold hard truths out there that all of us with pension funds and capital to invest need to think about seriously given the way the market now works and how risks present themselves. A well-researched book with some compelling conclusions, well done Hannah.

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