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