JFP Portfolio Service

JFP Portfolio Service

At the very heart of our investment proposition is the JFP Portfolio Service.  Once we have selected a suitable investment/retirement vehicle, your capital will be invested into a diverse portfolio of assets tailored to your attitude to risk.  For some other firms, this is the end of the advice process and they may sit down and review your portfolio maybe once or twice a year.

As investment markets evolve, JFP Financial Services Ltd understands that your portfolio needs to evolve with it otherwise you could have an entire portfolio of obsolete funds within 5 years.  Improvements in technology and transparent charges, brought about by the introduction of the Retail Distribution Review (RDR), have enabled us to provide our clients with a monthly portfolio review service.

How it works

  1. A suitable investment vehicle is selected and your capital is invested in a diverse portfolio of assets, spread across various market sectors, tailored to your attitude to risk.
  2. At the start of every month, each fund within your portfolio is reviewed against its peers within their respective sectors.
  3. If a fund fails its Threshold test, then a fund switch will be required.
  4. On the 4th working day of every month, you will receive an email from us confirming if any changes are needed.
  5. All you need to do is read the information provided and click the “Accept” button, and we will then complete the recommended changes on your behalf.

There are no additional fees levied by JFP Financial Services Ltd for completing the fund switch and, in the majority of cases, there are no initial charges on the funds in which you will be switched into.  Therefore, all switches are recommended in the best interests of you and your portfolio.

To discuss this further, please contact us.