Our Track Record

Established in 1990, Finance Shop has grown to become one of the region’s leading firms of Independent Financial Advisers. With offices in Norwich, Gorleston and Lowestoft, we have our roots firmly in East Anglia but also deal with clients across the country.

  • 150 Years of Financial Services Expertise
  • Over Half A Billion of Pounds Under Management
  • Impressive Investment Portfolio Growth (up to 221.1%*)

The first graph below shows how the FSWM portfolios have performed over 12 months until June 2019. For comparison, the returns of cash (MoneyFacts 90 days notice 10K) and inflation (UK Consumer Price Index) are also shown.

FSWM Port 1 Year4

 

The second graph illustrates how the portfolios have performed since launch (1st November 2008).

FSWM Port From Launch2

 

Important Information

Past performance should not be used as a guide to future performance. The value of units and any income from them can fall as well as rise and is not guaranteed.

The performance figures are based on gross returns, the effect of commissions, fees or other charges are not disclosed.

* Figures used are for the Global Opportunities Portfolio, from 1/11/2008 until 30/6/2019.

Get in touch

The Journey Begins

Contact us today to start your financial journey. We will endeavour to review and respond to all enquiries as quickly as possible. Where an initial meeting with one of our advisers is required, it will be held at our own expense.