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Portfolio Review

Is your portfolio sufficiently diversified for the current economic situation? Are your holdings working as hard for you as they should be? Are you exposing yourself to high risk investments or being overly cautious?

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    It’s always beneficial to have a qualified view of how your investment portfolio is faring. After all, you can never have too much information to help you successfully navigate the investment space.

    If you would like to take advantage of our significant experience in the investment arena, we invite you to have your portfolio assessed by a senior member of our team. These are just a few of the questions Accumulate can answer for you when you book your One-to-One Portfolio Review.

    The content of this promotion has not been approved by an authorised person within the meaning of the Financial Services and Markets Act 2000. Reliance on this promotion for the purpose of engaging in any investment activity may expose an individual to a significant risk of losing all of the property or other assets invested.

    [Article 48(4) Financial Services and Markets Act 2000 (Financial Promotion) Order 2005]

    Please note that as a responsible company we require the self-certification of either a High Net Worth Investor or Sophisticated Investor statement prior to issuing any detailed information by way of an Investment Memorandum.

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