We will advise on your existing portfolio of investments or we can construct a personalised portfolio for first time investors.
Your objective may be tax efficient growth for your investment or you may wish to produce an income or seek a combination of both.
Case Study
Mr & Mrs A contacted Pegasus as they wished to review their existing portfolio of ISAs which they had built up over a number of years and which had accrued in value to approximately £100,000. They wished to see if the funds they were invested in were still suitable to their attitude to investment risk and also wished to see if they could take an income from the ISAs to supplement their State and Occupational pensions.
After analysing our client’s circumstances we were able to make some changes to their portfolio and create a regular tax free monthly income to supplement their pensions.
