Wealth Management Service
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Finance Shop Wealth Management is a portfolio management service that we believe sets us apart from the competition. It is designed to give you peace of mind that your investment or pension plan is being monitored on a regular basis with the aim of optimising returns and minimising risk. Finance Shop Wealth Management offers active portfolio monitoring with fund switching recommended when required and quarterly updates showing the performance of your portfolio against it’s benchmark. With four risk-rated portfolios available and an excellent performance track record, we believe the service can greatly enhance your financial planning. For further details of cost and availability, please contact us on 0844 8006990 or email: scottoliver@financeshopgroup.com.
