Abbey Wealth Model Portfolios Performance Update July 2023
Presented by James Von Simson & Oliver Smye Investment Managers, Evelyn Partners
The latest instalment in Abbey Wealth Investment Updates
- Hosts: This Q2 Review presentation is hosted by Iain Henderson, Senior Wealth Manager at Abbey Wealth, and presented by James Von Simson and Oliver Smye, Investment Managers at Evelyn, one of our Core Investment Partners. Join us as Iain touches base with James and Oliver, looking back at performance in Q2, year to date, of the model portfolios put together for you, and gives us the opportunity to look forward and see how you are positioned for the rest of 2023.
- Time: 20-minute presentation
- Questions: If you have any questions following this presentation, please get in touch with your Abbey Wealth Adviser who in turn will be able to liaise with Oliver and James on your behalf.
- Important Information: The information contained in this video should not be considered either as a personal recommendation to invest or confirmation of the suitability of any investment for your personal circumstances.
- The value of investments and the income derived from it can go down as well as up and investors can get back less than they originally invested. Past performance is not a guide to the future.
- Prevailing tax rates and reliefs are dependent on individual circumstances and are subject to change. Different funds carry varying levels of risk depending on the geographical region and industry sector in which they invest. You should make yourself aware of these specific risks prior to investing.
Issued by Evelyn Partners Investment Management Services Limited which is authorised and regulated by the Financial Conduct Authority. Registered in England at 45 Gresham Street, London, EC2V 7BG. Financial services may be provided by other companies within Evelyn Partners, further details of which are available at: www.evelyn.com/legal-compliance-regulatory/registered-details
October 04, 2023 Read More
Christian Holbrook gave us a huge amount of help and we would throughly recommend him to anyone who is looking to create wealth. Best in business. 10 out of 10 . Thank you Christian.
October 16, 2023 Read More
With the number of pension scams being reported I was concerned about moving and combining my pensions into a single portfolio. From the first contact several years ago to today I have received what I consider to be the most efficient service and the best advice. My personal advisor, Oliver Medina, has always been able to deliver relevant information, advice and guidance in plain English to enable me to make my own decision. I cannot fault the service Abbey Wealth provide.
October 16, 2023 Read More
Comprehensive assessment from Iain Henderson and team.
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