Spring Newsletter 2024
Take a look at our latest Newsletter with all our ideas for investment for 2023/24
Your Personal Investing Service
We pride ourselves in offering clients a personal investment service with a highly competitive fee structure. This service is not always available when dealing with other advisers, Platforms and Wealth Managers. We have set in place a competitive fee agreement for our clients of just 0.18% per annum using our Platform administrator of choice, Fidelity Adviser Solutions (FundsNetwork).
These fees of 0.18% p.a. are lower than Hargreaves Lansdown, Chelsea Financial Services, Financial Discounts Direct, Commshare, Elson Associates, and Fidelity Personal Investing, to name a few. You can move your existing holdings to us utilising this low charging structure at no cost.
As we approach the 5th April ISA deadline, it would be wise to shelter as much of your £20,000 tax-free ISA allowance as possible. If you are unable to invest the full amount, any sum, whether a lump sum or monthly is beneficial and will save your money from Income and Capital Gains Tax.
To make an investment, use the application enclosed, or buy online via our website. Alternatively, simply telephone the office on 020 8870 7072, with your investment instructions and we will carry out the transaction on your behalf using your debit card.
Our clients now have access to Funds, Investments Trust, Exchange Traded Funds (ETFs) and UK Shares using the Fidelity Adviser Solutions Platform. Contact us if you would like any further information on any of the funds and Trusts mentioned in the Newsletter.
Yours sincerely
Piers StJ S Rouse
Managing Director
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You've already made your investment fund choice and now you're ready to invest.
Follow the link to make your investment online. You'll need to have your National Insurance Number and debit card ready.
:
020 8870 7072
Call our friendly UK office and we'll place the investment for you.
We can take payment by debit card or cheque.
You'll also need your National Insurance Number.
Get the most out of your investments with our online investment service. Choose between our two popular Platforms and follow the link below to invest. If you have any questions, our friendly office team is on hand to help you.
Please be aware by clicking on the links below you are confirming that you have read and agree to the Seymour Sinclair Terms & Conditions.
Your Capital is at Risk
Seymour Sinclair Investments Limited is authorised and regulated by the Financial Conduct Authority and offers an execution-only service. Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice. Whilst Seymour Sinclair provide product information, guidance and fund research we cannot recommend which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before investing you must read the Seymour Sinclair and Platforms Terms and Conditions and it is important that you read the specific risk factors on the Key Investor Information Documents for the funds which you are considering investing in.
For non-platform business, where we can still give discounts, those discounts are subject to receipt of commission and may be subject to change if commission levels are altered. The information on this site is intended solely for the use of those people who are United Kingdom residents for tax and investment purposes.