Those clients who are not already in the Chelsea Portfolio fund supermarket and
benefiting from our twice yearly fund review, can apply for a Chelsea Checkup. Whilst we cannot offer specific client advice, we can take a look at your portfolio and let you know how your funds are performing.
You will receive an unbiased and balanced report from our research department, who meet fund managers regularly, whilst analysing qualitative and quantitative data on a daily basis.
Our independent comment will offer some generic guidance on the performance of your portfolio.
To register for a Chelsea Checkup download the application form, complete it and send it in to us. This service is totally free of charge.
Remember! All investments carry some risk. Before going any further, please read the Important Notice below.