Example of monthly factsheet
Each month you will receive a full set of unbranded factsheets detailing current tactical positions, relative performance and security selection.
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About Us
Passive investment specialist IFA Andrew Whiteley and Independent Analyst Steve Williams have joined forces to launch assetfirst, a unique, fee-based, model portfolio service designed to assist other advisers to comply with the demands of the Retail Distribution Review (RDR)...
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