John undertook a detailed fact find and analysis and placed me on a amanaged scheme where and experienced fund manager actively looked at the respective funds once every quarter and made recommendations for growth over the next quarter.
The cost of the advice was reasonable, and up-front charge of approximately £1,500 and a monthly management charge of approximately £50. Whilst this may seem expensive to many, from previous experience as an IFA, I know with certain provisos, you get what you pay for and was happy to agree to these charges.
I am glad to report that the initial investment (before up-front charges) of £76,000 has grown to over £84,000 in the first 12 months, exceptional growth from an exceptional recommendation. Whilst this has been largely on the back of really good growth on the UK stock market, had my investment been in the wrong funds, it would not have experienced this growth.
I would have no hesitation in recommending John Davies of Clifton Nash to all my clients and for all your Life, Pension and Investment requirements.
This post was written by Rich Arnold