Personal Advice in a Global Economy
SYSTEM UPGRADE: 19TH - 20TH JULY - APOLOGIES FOR ANY INCONVENIENCE
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CAP is our in-house portfolio management service which we can incorporate into pension portfolios,ISAs and General Investment Accounts.
All the portfolios are managed by our Head of Research who is a qualified Chartered Financial Analyst (CFA).
An introduction to this service is enclosed within the following link.
We are extremely proud of the results we have achieved for clients in over excess of 10 years we have been running this service. We are extremely transparent regarding the past performance data which is listed below for all the portfolios we manage. These fact sheets are updated monthly.
Over 50% of all the money we manage on behalf of clients is invested in the Cautious the Balanced(C2B) and the Balanced portfolios we have therefore provided addition charts on these two portfolios over the last 10 years compared to the benchmark. The FTSE100 is also included to provide you a sense of the volatility.
Gracechurch Wealth Management LLP is entered on the Financial Services Register under reference 454766. Gracechurch Wealth Management LLP is authorised and regulated by the Financial Conduct Authority.
The guidance and advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK.
Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details: http://financial-ombudsman.org.uk.