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Building
Wealth Through Investments - What Some Investment Clients Have
Said... |
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For nearly 40 years, John and his
businesses arranged financial instruments,
financial products and
investments for
Clients as tools to facilitate their financial planning,
provide tax-shelters and leverage their wealth
accumulation.
For over 20 years, John also
provided Clients with Investment Advisory Services. These
Investment Advisory Services included, advice and guidance
on their investment selections, structuring their
investment portfolios and investment management. But
these services also
included the provision of investment management services to
those Clients who required it.
These were
all 'regulated
activities' under the Financial Services Acts. However, when
John retired for the second time at age 60 he gave up these authorisations. This means that John may still give
generic advice or tips, if he so wishes, but no longer comments
on specific financial products. However it also means
that he can give his honest opinion based upon his own
knowledge and experience without his hand being tied by
theoretical
regulations and dictats formulated by inexperienced and political
bureacrats.
Whilst John no longer provides the
Investment Services which generated the following results for
Clients, the reason for including this small selection
of Testimonials here is to provide proof
that if, either on this website or in our
products, John
discusses
Investment or Investment Management,
he probably does actually know what he's
talking about - unlike some 'gurus' to be found on
the Internet.
Taxation
Note: The growth rates
referred to in these letters (below) are Net of TAX PAID
* figures.
* "TAX PAID" refers to UK Basic Rate Income Tax and Capital
Gains Tax
Standard Regulatory
Note:
This document is for information
purposes only. No part of it should be considered to be a promise
or guarantee with regard to investment or fund performance.
Investors should note that the prices of shares, securities and all
asset based investments can go down as well as up and the return
may be less than the amount invested. The past is not
necessarily a guide to future
performance. Life
assurance and pensions plans and some investment products may be
long term investments and there may be penalties for terminating
such contracts before maturity.
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"I am writing to say "Thank
you" and to tell you how highly
delighted I am with the outstanding investment fund
performance. When you told me over the
phone, I couldn't believe it, although I had noted
the value increasing each month from the Fund
Managers Statements which I receive independently
of yourselves. However, they do not give the
overall summary that your own Six Monthly Statement
does.
The fact that in only the six
months that I have been using your
Service, my Pension Fund
has increased Tax Free at an
annualised growth rate of
73.57%
, and my Investment
Portfolio has increased at an
annualised growth rate of 23.91% Tax
Paid is quite
outstanding and very
acceptable.
We are not even using risky or
speculative investments. We have invested in a
range of perfectly normal funds with household name
fund managers. What your Advisory Service has
achieved is to identify and monitor those funds
which are performing at their best, point them out
to me, and provide me with the letters I need to
send off to change my Portfolios if I wish to
follow your suggestions. I am totally in
control of my own investments at all
times.
I am now withdrawing most of the original
balance of the Pension Fund to buy a pension, and
am leaving the remainder of the balance and all the
growth to continue growing, to buy more pension
next year. This proves to me that
this is not "funny money" but is a real cash
increase.
As you know, I was originally
very sceptical and interrogated
you thoroughly. All I can say now
though is that using your Advisory
Service I am considerably
wealthier than I was six months ago.
Thank you and keep up the good
work."
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Derek F. Boon |
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| "We are
writing to inform you that we are indeed
well pleased with your achievements on our
behalf regarding investments and our
annual rate of return, namely
32.44%. Thanking
you". |
Ron & Eileen
Streeter |
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| "Thank you for your 6
Monthly Valuation which we received
today. In this day and age it is good
to obtain news that puts a spring in your
step, and your … Investment Advisory
Service certainly achieved that as it came in the
same post as the Council Rates demand.
Perhaps you should advise the local
Council how to accumulate 27.80%
growth. Keep up the good
work." |
Tony & Vi
McLean |
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"Very many thanks for
your letter... together with
enclosures.
Today is the commencement of Spring and
although the weather is not seasonable, the
information that you sent was
most certainly very
cheering.
The Advisory Service that you introduced
... is certainly proving a great
success, with an annualised growth
rate of 44% for us - long may it
continue.
We should like to thank
you both (I feel that your wife should
share the kudos) for the continued interest in our
financial affairs.
Please feel free to use this letter as
you may wish for any recommendation to any
prospective clients."
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Ken & Pam
West |
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| "May I take
this opportunity of saying how pleased
Sylvia and I were with the funds
performance which worked out to a
superb average of 23% over the ten
selections. Carry on the good
work with the new funds. Many
thanks". |
Stuart & Sylvia
Reeves |
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| "I am
writing to express my satisfaction
at the service which … have provided me with since
our first meeting… In particular, I am
especially pleased with the annualised rate of
return of 32% which you have achieved for
me. I look forward to your further advice in
relation to my portfolio and to a continuing good
performance". |
Paul
Kelly |
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| "I
am very pleased with the performance of
the investment, the annualised rate of
return of 43.25% is very much
more than expected. I
thank you very
much." |
Keith
Hedge |
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| "Just must
drop you a line to say how pleased I
am with the results of the growth
rate 48.5%. And to thank
you for all the hard work you put into the
Independent Investment Advisory Service.
I am more than happy with your
advice and help.
Many Thanks." |
Mrs. Maureen
Jackson |
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"Thank you very much for
the six month report on my Portfolios, it made very
interesting reading, and in fact I
was very delighted with the
results.
The growth of 11.95%
and 13.60% for the first six months was
extremely good, and should this trend
continue for the next six months, will make
a growth rate of 23.91% and 27.19% respectively
(for the year), this cannot be matched by
anything that the Banks or Building Societies can
offer at the moment.
I do appreciate that investments
can go down as well as up, but hopefully
with the Independent Investment Advisory Service,
we can keep abreast of these
fluctuations."
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Mrs. Doreen M.
Woods |
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| "Thank you for sending me
information on the recent valuations... I am very
impressed with the
growth...
I see from the
figures that ... in the six months
the fund grew by £6,723.28 which
is 13.5% or 27% on an annualised
basis. I have taken your
advice again and written ... switching to the funds
you suggested. I hope the next six months are
as successful as the last". |
Graham
Stevens |
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| Please Note: Nothing in the contents of this
website may be regarded as any kind of promise or guarantee of anyone else
achieving similar results. Each customer, client, protégé and business associate's
results are totally individual to themselves, depending upon their own
performance. |
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