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See also our opinion website www.contraryview.co.uk

Our promises to you

1. Our primary objective is to preserve your income and maintain your wealth.

2. We do not accept any introductory fees or other payments in respect of the services we provide to you, nor do we make any such payments to others.

3. Our advice is always totally impartial and suited to your individual circumstances.

4. We will never sell to you any investment from our own holdings, nor will we buy from you any investment for our own account. We will only act as your agent.

5. Our fees and charges are open and transparent. They will be invoiced to you separately. You always see exactly how much you are paying for our services.

Confidentiality

We treat all information as confidential, and never divulge names and addresses to anyone else, nor do we promote the services of other firms to you. You may browse this site anonymously.

See also the notice below

Regulation

This advertisement has been approved by Kauders Portfolio Management, who are authorised and regulated by the Financial Services Authority (ref 116180) in the conduct of investment business in the UK. Please note that UK regulatory requirements prevent us from commenting on your existing investments or giving specific advice, unless you first sign one of our managed service agreements.

Notice

Full details of the portfolio services advertised here can be obtained from our Reading Office, tel (0118) 939 4131. Past performance is not necessarily a guide to future performance. The maturity value of a Gilt and income payments therefrom are guaranteed by the British Government.  Market values fall as well as rise and you may not receive the guaranteed amount if you sell before maturity. In the case of US Treasury Bonds (but not Gilts), changes in the rate of exchange may cause both the sterling income and sterling value to go up or down. Our VAT registration no. is GB 469-6073-09.

Please follow this link for our Pillar 3 disclosure information

WARNING: The matters contained on this site are intended as background information only, solely to assist and inform you in selecting us as your adviser and for no other purpose whatsoever.