- Transfering your ISA
- A tax efficient plan & product
- Technical Information about our investment process
- Current Portfolio
The latest investment portfolio consists of the following FTSE 100 companies
Your investment will be split equally into these 20 shares. As part of the annual rebalancing process, some shares will be bought or sold depending on how well they have performed over the course of the year. The objective will be to return you back to an equal holding in all shares in order to diversify the risk and retain the greatest dividend income prospects.