Aims of the CFM Discretionary Portfolio Service
Security and Independence
To ensure your portfolio is held securely by a financially strong institution so you have peace of mind.
To have access to the widest possible range of investment securities so we can tailor your portfolio to meet your individual requirements
Performance
To deliver the investment growth and income you require in accordance with your financial planning objectives.
To outperform relevant benchmark indices, whilst mitigating risk as far as possible.
Charges
To minimise charges as far as possible to avoid a drag on performance. This includes initial and ongoing charges, as well as transaction costs.
Personal Service and Administration
To provide a high quality bespoke and personal service supported by competent administration.
To report to you regularly with an updated valuation and transaction statement, as well as providing a secure website to view your portfolio.
To provide high quality regular commentary on performance to ensure you are kept informed on an ongoing basis.
Tax
To mitigate tax as far as possible through holding investments in the most appropriate tax wrappers, such as ISAs, Pensions and Investment Bonds, in addition to a conventional Dealing account.
