Chelsea Financial Services
The UK's Leading
Discount Broker
 
 
Text Size:  A |  A |  A

Checkup

Checking the health of your portfolio.
LATEST NEWS
ISA Allowance (28/05/08)
Remember that the ISA allowance for this tax year is £7200. Also, you can now transfer cash ISAs from previous years into Stocks and Shares ISAs without affecting this year's allowance....
Buy Online (11/10/05)
Remember that you can place your unit trust/OEIC deals online in a matter of minutes, just follow the link to Buy Online....

The Chelsea Checkup

Those clients who are not already in the Chelsea Portfolio fund supermarket and Stethoscopebenefiting from our twice yearly fund review, can apply for a Chelsea Checkup. Whilst we cannot offer specific client advice, we can take a look at your portfolio and let you know how your funds are performing.

You will receive an unbiased and balanced report from our research department, who meet fund managers regularly, whilst analysing qualitative and quantitative data on a daily basis.

Our independent comment will offer some generic guidance on the performance of your portfolio.

To register for a Chelsea Checkup download the application form, complete it and send it in to us. This service is totally free of charge.

Remember! All investments carry some risk. Before going any further, please read the Important Notice below.

HOME | ISAS | BONDS | UNIT TRUSTS | VCTS | RESEARCH | ABOUT CFS
Chelsea Financial Services plc is authorised and regulated by the Financial Services Authority and offers an execution-only service. We give no individual investment advice and act only on instructions received. For further information, please read our Terms and Conditions and the important notice below.

Important Notice
Past performance is not necessarily a guide to the future. The value of investments and the income from them can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. All products purchased through Chelsea Financial Services should be regarded as medium to long-term investments. Chelsea Financial Services offers an execution-only service. If you require investment advice you should contact an expert adviser. Tax assumptions are subject to statutory change and the value of tax relief (if any) will depend upon your individual circumstances.

The information on this site is intended solely for the use of those people who are United Kingdom residents for tax and investment purposes. It is not for distribution in any other jurisdiction, including the United States of America. Anyone who is not a UK resident should not continue with this site unless wishing to read about personal finances available to UK residents for informational purposes only.

© 2001-2004 Chelsea Financial Services plc All Rights Reserved. Comments about this site to info@chelseafs.co.uk

Site powered by Team Netsol Ltd www.teamnetsol.com