1. Trade regularly within your portfolio so it is methodically tuned to move gains in rising markets and invest in discounted holdings during falling markets. This is called rebalancing.
2. Ensure you have the right funds, we monitor and change your investments when necessary. Over the years you will not be left holding funds that have become obsolete. This is called fund switching.
3. Monitor the charges levied on your investments by fund managers. Over time these charges can both increase and decrease. We monitor these to ensure a fair balance between returns and cost. This is called cost management evaluation.
The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK.
Chartered Independent Ltd is a member of Best Practice IFA Group Limited. Best Practice IFA Group Limited is authorised and regulated by the Financial Conduct Authority. The registration number is 223112 and a full list of members can be found on the FCA register. Companies house number: 08030712.
The Financial Ombudsman Service (FOS) is available to refer your complaint regarding individual complaints that financial services businesses and their clients are unable to resolve. You can contact the FOS helpline on 0800 023 4 567 or visit the website at: www.financial-ombudsman.org.uk.
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