AFS Independent Financial Advisors, Chesterfield

Call us on:

01246 293 858

Email: 

Investment portfolio management from AFS financial advisers Chesterfield and Sheffield

Simplifying Investments

A Case Study on Investment Portfolio Consolidation

The Client’s Story

An elderly client, Mr S, had built up significant savings through the tax-efficient use of his ISA allowance. But like many others, he had used different product providers and his investments were spread widely. 

Mr S received regular statements from all his investments. However, he found them confusing and hard to keep track of, so was looking to simplify his affairs.

Our Financial Advice

The simple act of consolidating all of Mr S’s investments into a single investment portfolio has enabled him to keep better track of his investments.

Rather than sell his various funds, we arranged for them to be re-registered under a single plan. This kept costs to a minimum, created the least amount of disruption and enabled the investments to keep their tax status. 

Sometimes it is the simplest things that make a big difference.

Read More Case Studies...

An Alternative Source of Income in Retirement »

An Effective Solution to Providing an Income and Reducing Inheritance Tax »

A Client with an Expanding Business »

Simplifying Investments »

Employer Pension Scheme »

Life After Work »

Contact Us

AFS Limited
Brookdale House
41 Clarence Road
Chesterfield
Derbyshire
S40 1LH

T: 01246 293 858
E: info@afs.ltd.uk

Enquiry Form

Fill in your contact details below to send us a message

Your name: (required)

Your email address: (required)

Your contact number:

Your message:

Join mailing list?