Spring Newsletter 2023
Take a look at our latest Newsletter with all our ideas for investment for 2022/23.
Your Personal Investing Service
Please find attached in the Document Section our Spring 2023 Newsletter which I hope you will find of interest.
We have had a careful look at our Readymade Portfolio’s and made a number of changes to reflect current market conditions. Although generally markets are starting to recover, apart from the current banking crisis, a number of funds have been highlighted on the basis of risk and volatility as market conditions are still not ideal.
We continue to use FundsNetwork as our preferred Platform which is owned by Fidelity. They are in the process of rebranding and are changing their name to Fidelity Adviser Solutions.
If you have investments held directly with Fidelity, without Seymour Sinclair as your Agent, you may have recently received a letter from them informing you that your Fees have increased. Fidelity Personal Investing introduced an Investor Fee on the 1st February 2023, amounting to £90.00 a year for any customers with an account with them that is below £25,000.00 in value. If you received this letter and the Fee applies to you, we are happy to move your Fidelity Account onto the FundsNetwork Platform. Your total annual fees will remain at 0.35% per annum but we will not charge the £90.00. There is no charge for moving the account and the FundsNetwork Platform provides all the benefits of the Fidelity Platform including the tools to buy, sell and switch at no cost. Please call the office on 020 8870 7072 and we will be able to arrange this for you.
As we are nearing the end of the Tax-Year, if you are able to use up your £20,000 tax-free ISA allowance, it would be wise to do so. If you hold non-ISA investments, these can be moved into an ISA at no charge.
To make an investment, all funds mentioned are available through the FundsNetwork Platform. You can use the forms in the download section on this page and send them to us with a cheque or invest online via our website.
Alternatively, simply telephone the office with your investment instructions and we will carry out the transaction on your behalf using your debit card.
Yours sincerely
Piers StJ S Rouse,
Managing Director
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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.
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