Share the costs – model portfolios

Share the costs – model portfolios

Model portfolios are a great way of diluting the cost of monitoring investments and researching the market.

We are experienced financial advisers and as such it is rare for us to meet client whose needs are so particular that we have never before designed an investment solution that would meet them. It is not therefore necessary, in most cases, to design and monitor a bespoke solution, instead we can include investors in a solution utilised by other and the cost are then shared.

Every quarter Pentins Financial Planning Ltd reviews the model portfolio in which our clients are invested. The following link will take you to the most recent review with explanations of any changes that have been made.

Quarterly Report

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Sam Secomb
ssecomb@pentinsfp.co.uk

Chartered Financial Planner and Managing DirectorSamantha Secomb joined Pentins as their Chartered Financial Planner 2015 and is now a shareholder and director of the business.Samantha is a Fellow of the Personal Finance Society which is widely accepted as the premier qualification standard for advisers in this country. Having reached the top in her professional qualifications she is currently studying with Warwick Business School for her Master’s in Business Administration (MBA).

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