Covid 19
After the craziness of the last year, we appear to be on track as a country. As a business we are starting to get back to the “old normal”
However, we also want you to be comfortable, so Zoom & telephone meetings will continue and for many of you may be the preferred method going forward.
Investments
We are delighted with the performance of each of our portfolios. We run 25 in total, so commenting on each one individually is outside the remit of this email. All our portfolios are well above their values from the beginning of 2020, despite the crash in February/March last year. We are optimistic that there is room for further strong performance as we move away from Covid 19 over the next few years. If you or your friends & family want to compare what they have against our returns then please let us know. Please see below the 1 year and 5 year performance of our Hybrid Portfolios. Please note Past Performance cannot be guaranteed.
The Family Question
We all have our own stories from the last year, but across the board it has meant that we have all questioned how our nearest & dearest would be affected if something happened to us. Part of our job is to answer the financial & legal parts of that question. Should we be reviewing your Protection, Wills and other provision? If we should, get in touch with us by your favourite means.
Regards
Paul
Paul Richardson BA (Hons), FPFS, Cert SMP
Chartered Financial Planner
Head of Financial Planning
Telephone: 0345 319 0005
Mobile: 07990594846
Fax: 020 7160 5265
Web: www.faireyassociates.co.uk
You can find a copy of our Privacy Notice here
Please contact us if you have any queries about the introduction of Standard Life’s new online portal.
After the craziness of the last year, we appear to be on track as a country. As a business we are starting to get back to the “old normal”
- More staff are in office
- Clients are coming into office
However, we also want you to be comfortable, so Zoom & telephone meetings will continue and for many of you may be the preferred method going forward.
Investments
We are delighted with the performance of each of our portfolios. We run 25 in total, so commenting on each one individually is outside the remit of this email. All our portfolios are well above their values from the beginning of 2020, despite the crash in February/March last year. We are optimistic that there is room for further strong performance as we move away from Covid 19 over the next few years. If you or your friends & family want to compare what they have against our returns then please let us know. Please see below the 1 year and 5 year performance of our Hybrid Portfolios. Please note Past Performance cannot be guaranteed.
The Family Question
We all have our own stories from the last year, but across the board it has meant that we have all questioned how our nearest & dearest would be affected if something happened to us. Part of our job is to answer the financial & legal parts of that question. Should we be reviewing your Protection, Wills and other provision? If we should, get in touch with us by your favourite means.
Regards
Paul
Paul Richardson BA (Hons), FPFS, Cert SMP
Chartered Financial Planner
Head of Financial Planning
Telephone: 0345 319 0005
Mobile: 07990594846
Fax: 020 7160 5265
Web: www.faireyassociates.co.uk
You can find a copy of our Privacy Notice here
Please contact us if you have any queries about the introduction of Standard Life’s new online portal.
- The value of an investment and the income from it could go down as well as up.
- All investing is subject to risk, including the possible loss of the money you invest.
- Past performance is not a reliable indicator of future results.
- Diversification does not ensure a profit or protect against a loss.
- Please remember that all investments involve some risk. Be aware that fluctuations in the financial markets and other factors may cause declines in the value of your account. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income.
- Tax and Estate Planning Services are not regulated by the Financial Conduct Authority.
- This communication is for general information only and is not intended to be individual advice. It represents our understanding of law and HM Revenue & Customs practice as at 2nd June 2021. You are recommended to seek competent professional advice before taking any action.
1 Year Hybrid Performance
5 Year Performance
