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This promotion – while not financial advice – should be read carefully. It contains the important information, facts and figures you need to make an informed decision – including the risks to your capital involved – about our research. If you are unsure whether this type of investing is right for you, seek independent personal financial advice.

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Registered in England and Wales No 9539630. VAT No GB629728794. Registered Office: 2nd Floor, Crowne House, 56-58 Southwark Street, London, SE1 1UN. Authorised and regulated by the Financial Conduct Authority. FCA No 706697. https://register.fca.org.uk/.

© 2020 Southbank Investment Research Ltd. 

Important Risk Warnings:

Advice in UK Independent Wealth does not constitute a personal recommendation. Any recommendation should be considered in relation to your own circumstances. Before investing you should consider carefully the risks involved, including those described below. If you have any doubt as to suitability or taxation implications, seek independent financial advice.  

General – Your capital is at risk when you invest, never risk more than you can afford to lose. Past performance and forecasts are not reliable indicators of future results. Bid/offer spreads, commissions, fees and other charges can reduce returns from investments. There is no guarantee dividends will be paid. 

Small cap shares - Shares recommended may be small company shares. These can be relatively illiquid meaning they are hard to trade and can have a large bid/offer spread. If you need to sell soon after you bought, you might get back less that you paid. This makes them riskier than other investments. 

Overseas investments - Some shares may be denominated in a currency other than sterling. The return from these may increase or decrease as a result of currency fluctuations. Any dividends will be taxed at source in the country of issue. 

Taxation – Profits from share dealing are a form of income and subject to taxation. Profits from converting cryptocurrency back into fiat currency is subject to capital gains tax. Tax treatment depends on individual circumstances and may be subject to change. 

Funds – Fund performance relies on the performance of the underlying investments and there is counterparty default risk which could result in a loss not represented by the underlying investment. 

Investment Director: Rob Marstrand. Editors or contributors may have an interest in recommendations. Information and opinions expressed do not necessarily reflect the views of other editors/contributors of Southbank Investment Research Ltd. Full details of our complaints procedure and terms and conditions can be found at, www.southbankresearch.com. 

UK Independent Wealth is issued by Southbank Investment Research Limited. 

Registered in England and Wales No 9539630. VAT No GB629728794. Registered Office: 2nd Floor, Crowne House, 56-58 Southwark Street, London, SE1 1UN. Authorised and regulated by the Financial Conduct Authority. FCA No 706697. https://register.fca.org.uk/.

© 2020 Southbank Investment Research Ltd. 

Past performance examples

The examples shown in this promotion are closed recommendations made by Rob Marstrand in the Bonner & Partners Family Office service portfolio in the period 23/10/2009 to 31/10/2014. At the time of leaving, the closed positions (four in total) had returned an average gain of 81.2%. At the time of leaving, there were eight open positions.

Vestas was recommended by Rob Marstrand in the OfWealth portfolio service in the period 26/01/2018 to 08/04/2019 when the service closed. The closed positions (two in total) had returned an average gain of 11.7%. At the time of closing, there were twelve open positions.

Sources

  1. “List of shops that have collapsed into administration in 2020 as UK lockdown hits high street.” BusinessLive, 01/12/2020.
  2. “Unemployment rate: how many people are out of work?” BBC, 25/11/2020.
  3. “UK economy shrinks by record 20% in April.” Financial Times, 12/06/2020.
  4. “Rishi Sunak says Covid economic emergency has only just begun.” The Guardian, 25/11/2020.
  5. “Pandemic takes toll on UK retirement plans of over-50s.” Financial Times, 29/09/2020.
  6. “Why does PPE rule Britain?” BBC News, 31/08/2010.
  7. “How an Oxford degree – PPE – created a robotic governing class.” The Spectator, 27/09/2014.
  8. “Nigel Farage makes outspoken tirade against the Euro currency, 6 major interbank FX dealers back London.” Finance Feeds, 08/07/2016.
  9. “House prices could fall by 18% if Britain quits EU, says George Osborne.” The Guardian, 21/05/2016.
  10. “House prices on the rise despite Brexit fears.” The Telegraph, 06/04/2017.
  11. “Buy when there’s blood in the streets.” Forbes, 23/02/2009.
  12. “Warren Buffett Has A Whopping 9,000% Gain On His Washington Post Investment.” Yahoo Finance, 05/08/2013.
  13. “Revisiting the Templeton Trade.” Real Money, 04/05/2012.
  14. “Benefits of Real Estate Investment Trusts (REITs).” The Balance, 09/02/2019.
  15. “20m Americans lost their jobs in April in worst month since Great Depression.” The Guardian, 08/05/2020.
  16. “Independent financial adviser fees - how much does advice cost?” Unbiased, 03/12/2020.