 |
 |
| Telephone 0151 339 8181 • Facsimile 0151 347 1791 • 232 Chester Road, Little Sutton, Ellesmere Port, Cheshire CH66 3RF | |
| Advising Partner: W Dalling • Advising Consultants: A G Anderson, T Buckle, G R Taylor, L M Batty, R J Patterson | |
|
Authorised and Regulated by the Financial Services Authority.
|
 |
||||||||||||||||||||||||||||||||||
|
|||||||||||||||||||||||||||||||||||
 |
|||||||||||||||||||||||||||||||||||
| At S.G. Holding & Partners, we strive to add real tangible value to your financial planning by tailoring portfolios to match the individual –you. We have no standard or “off-the-shelf” packages because we recognise that no two people are in the same financial situation, with the same attitude to financial risk. Wide selection of choice Because we are independent financial advisers, we have access to hundreds of exciting investment opportunities from across the world, which we offer to you. Investment categories and geographical regions carry different levels of return, risk and volatility. We look at your personal circumstances, including age, income requirements and attitude to investment risk, and select the investments accordingly. This is where it gets interesting: with our knowledge of you, we will design a personal portfolio of funds selecting from investments including Equities, bonds Gilts and Property, and from areas as diversified as the UK, Europe, the Americas and the Far East, in line with your attitude to investment risk. Selection criteria At S.G. Holding & Partners, we have very stringent criteria for selecting investment funds. We focus on funds with a consistent record of above average performance, rather than those with short-term ranking at the head of the league tables. Very often over the medium to longer-term, a fund that is never number one will outperform one that has a short period at the top. In our experience over the decades, this approach produces sound results if you are looking beyond the here and now. We also rate the fund’s cost structure, alongside the quality of administration and stability of the fund management team, as well as using a series of detailed technical measures. We take all these factors into consideration when evaluating funds for your portfolio and reviewing your existing holdings. Contact us to find out more >> Past performance is no guide to future returns. The value of investments can fall as well as rise and may be affected by exchange rate fluctuations. |
|||||||||||||||||||||||||||||||||||
 |
 |
 |