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Research

Fund Research - Utilise Chelsea's detailed fund research to aid your investment decisions.
LATEST NEWS
Darius McDermott wins IFA Personality of the Year (22/01/10)
Darius McDermott, the managing director of Chelsea Financial Services, was last night awarded the IFA Personality of the Year title at at a dinner hosted by the Professional Adviser magazine. The award is voted for by industy professionals and Darius beat off competition from a number of well respec...

Fund Research

At Chelsea our dedicated team carry out thorough research on all of the most popular unit trusts and OEICs. This process involves meeting the fund manager who will be responsible for managing your money. After this research is complete there are three tiers of selection:
Rocking Chair
The Chelsea Easy ISA: We have compiled four portfolios each based on differing objectives and attitudes to risk. They contain six carefully selected funds apiece and can take the headache out of your investment decision. Invest online or download an application form from our literature library.

Rugby Players The Chelsea Leaders: At Chelsea Financial Services, our dedicated Research department visit over 400 fund managers every year. We combine these meetings with statistical analysis to produce The Chelsea Leaders. This is a list of our most highly rated funds, broken down into separate investment sectors. Every fund selection comes with a review, full details and our very own Chelsea Risk Rating, indicating the level of risk associated with each fund.

Once you have made your decision the you can invest online or download an application form from our literature llibrary.

TrophyThe Chelsea Premier League: This is a selection of around 150 of the top-performing funds, drawn from a wide range of sectors. Invest online or download an application form from our literature library.

 

 

Red Card
The Chelsea Relegation Zone: We don't just highlight the top-performing funds for you, we also highlight any funds which we believe have been performing consistently poorly, and which you may wish to switch or transfer. These are detailed in our relegation zone. Should you wish to switch or transfer your funds, you can do so online, or download the forms from our literature library.

Remember! All investments carry some risk. Before going any further, please read the Important Notice below.

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Chelsea Financial Services plc is authorised and regulated by the Financial Services Authority and offers an execution-only service. We give no individual investment advice and act only on instructions received. For further information, please read our Terms and Conditions and the important notice below.

Important Notice
Past performance is not necessarily a guide to the future. The value of investments and the income from them can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. All products purchased through Chelsea Financial Services should be regarded as medium to long-term investments. Chelsea Financial Services offers an execution-only service. If you require investment advice you should contact an expert adviser. Tax assumptions are subject to statutory change and the value of tax relief (if any) will depend upon your individual circumstances.

The information on this site is intended solely for the use of those people who are United Kingdom residents for tax and investment purposes. It is not for distribution in any other jurisdiction, including the United States of America. Anyone who is not a UK resident should not continue with this site unless wishing to read about personal finances available to UK residents for informational purposes only.

© 2001-2004 Chelsea Financial Services plc All Rights Reserved. Comments about this site to info@chelseafs.co.uk

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