Argyle Financial Group
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Number 32 | March 2007

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March 2007

Welcome to the March issue of our newsletter keeping you up to date with investment matters. Apologies for the lateness of this newsletter; we have been busy making improvements to our website. However, we do hope that you find this month's news interesting.
You can contact us at advice@argylefinancialgroup.co.uk

Are you obtaining maximum benefit from your Argyle Wrap account?

Graphic illustrating investments you may hold outside your Wrap Account

Do you have other types of investment which are held outside your Wrap account?

For example

  • FROZEN PENSION PLANS (generally from a previous employment)
  • INDIVIDUAL STOCKS OR SHARES (perhaps from privatisations)
  • INVESTMENT BONDS
  • CASH ISAs (for which conversion to active investment is now possible at no cost)
  • STOCKS & SHARES PEPs & ISAs

If so, we would recommend that you seriously consider consolidating all of your financial arrangements into your Wrap account. You have already seen how we actively manage the funds currently in your account and how your portfolio remained robust during the market volatility of Summer 2006… the benefits of this process can be applied equally to all types of financial investment.

This will allow all of your financial plans to be reviewed on a regular basis and for your personal investment philosophy to be applied to all of your money.

What should you do next?

If you click on the link below you will be taken directly to a secure, online form, where we can gather some essential information about your personal circumstances. Argyle will then be pleased to prepare a Report and recommendation on how we can consolidate your assets, allowing you to make an informed decision on how best to proceed.

Click here to visit our secure online investment form

If you have any questions about consolidating do get in touch either by phone or e-mail.

Budget 2007 summary

You can now view a summary of the Chancellor's 2007 budget speech on our website. Use the link below to visit.

www.argylefinancialgroup.co.uk

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Remember, you can access your Transact account through our website...
Simply click here.
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Argyle Financial Group are authorised and regulated by the Financial Services Authority
       

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If you have any queries regarding this email, or if you have any other matter which you would like to discuss, please contact us at advice@argylefinancialgroup.co.uk

Argyle Financial Group
Head Office: 30 Union Street, Southport, Merseyside PR9 0QE Telephone: 01704 540575
Argyle Financial Group are authorised and regulated by the Financial Services Authority

Argyle Financial Management Ltd T/A Argyle Financial Group. Registration No. 4016523
Registered office: 30 Union Street, Southport PR9 0QE