Today is the first day of the second tax quarter and so an investment update is due. These updates used to take weeks to do and were then sent via the post. You were lucky to receive them within 10 working days. Now with the speed of the internet updates are becoming more instant. Indeed many clients regularly log onto Nucleus and SIPPcentre to see for themselves where their life savings lie in real time. So the purpose of these reviews has become comment rather than the numbers contained in your individual emails. Continue reading “July 2012 Investment Review”
Category: Quarterly Reviews
These quarterly investment reviews document to clients how markets have performed over the previous quarter. In addition to this commentary each client receives a personal valuation. Of course these valuations are relevant at the time, but after a period they will show that like all investors we got some things right but unfortunately we also got some things wrong. At H.J.Scott & Co we offer individually tailored investment advice. It is important you understand these blogs do not offer personal investment advice. Please read our Terms & Conditions and Privacy Policy
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