Wednesday 8 September 2010
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Clear & Lane Chartered Accountants & Business Advisors
Clear & Lane Financial Services Limited

Current Investment Asset Allocation

The Independent Financial Advisers in Clear & Lane Financial Services employ a hands on approach when preparing investment portfolios.  We appreciate the close connection between risk and return, balancing your investment will prove valuable, especially when the markets become volatile as they have recently. We believe in offering balanced portfolios which reflect each clients specific needs.

Our latest current asset allocation for 20 August 2010 is:

 

 

For further information about our Financial Planning and Wealth Management Services contact your usual Partner here at Clear & Lane or Mike Simms who heads up our Financial Services division on 0844 801 0790 or email msimms@clearandlane.co.uk