Elena Kale

Our investment team have put together this update from all the recent developments.

Read our latest update from our investment team on developments from this week.

Please click the link below for our latest monthly figures for the five model portfolios.  The figures show the performance of our model portfolios versus various indices over the month of February.

February 2020 Panel Performance Figures

Click here for further information on the investment management service we offer, or contact one of our consultants.

Here’s the latest update from our investment team on recent developments

Read our latest update from our investment team with comment on the most recent developments this week

Please see our latest update with some comment on developments and lessons from stock market history.

The investment team at NLPFM are monitoring the situation with regards to the current coronavirus outbreak and have published this update below:

Coronavirus update – 12th March 2020

Our lives seem to get busier and more complicated as time goes on, with more bills, accounts and policies needing to be set up than ever before.  Many of these are also now online, with the reduction of monthly statements being sent via the post to save on paper.  Utility bills are not always with the same providers, we may have multiple digital subscriptions and it is getting easier to switch bank accounts with newer, less traditional financial institutions promising us better rates and deals.

Therefore, it’s becoming easy to lose track of what accounts we hold, where we hold them, and what exactly they are for, unless we do a personal audit on a regular basis.  Plus, whilst not particularly a cheery thought, all these accounts and subscriptions need to be cancelled in the event of death.

To help provide some clarity and structure at NLP Financial Management we’ve put together an “easy to use” document called a Financial Passport.   The aim is to enable our clients to store all their important information in one place, capturing essential details they, or their loved ones, may need now or in the future.  It will prove to be an indispensable reference resource for managing their wealth, as well as containing personal details, which can be amended and reprinted / saved as any changes to policies and accounts are made.

During initial discussions, our clients have expressed how useful this will be to them, so we are hoping that this will provide an additional benefit of working with us as we assist our clients throughout their financial journey.