AllenbridgeCare: Letting Allenbridge take care of your investment portfolio
Watch over and protect your investments with the help of our FREE AllenbridgeCare Service.
Monitoring performance
Being made aware early of any erratic performance by fund managers
being able to effect transfers of funds between fund managers quickly and easily
being able to seek professional help on the telephone
being kept informed of market activities as they occur
What's included in the AllenbridgeCare Service?
FREE daily online valuations
FREE quarterly investment valuations send to you by post
FREE thorough quarterly review prepared by our actuaries/analysts for all Allenbridge registered PEPs and ISAs, Unit Trusts/OEIC and Investment Trusts giving comprehensive information and analysis. (Click here for an example - requires Adobe Acrobat Reader).
Free evaluation service for individuals PEPs and ISAs on request
A thorough quarterly review prepared by our actuaries/analysts for all Allenbridge registered PEPs and ISAs giving comprehensive information and analysis. (Click here for an example - requires Adobe Acrobat Reader).
Allenbridge compares the performance each month of all managed Unit Trust PEPs and ISAs with their overall sector. We investigate all funds that are outside the normal band of performance. Remember that some fluctuations that appear to be in your favour can be dangerous as the fund manager may be following a high risk strategy. If the fund manager cannot satisfy us then we ALERT you.
Free Help line : 0800 33 99 99
This is available for investors to ask questions about PEPs or ISAs
ISADirect
This comprehensive research journal will be mailed to you free of charge regularly. It not only gives Allenbridge's recommendations but also provides much information to help investors manage their PEP and ISA portfolios.
No need to wait to make your PEP & ISA investments this year before registering for our FREE PEP & ISA Care Services for your existing PEPs.
You can have PEP & ISA Care Services for all your managed general PEPs where we are registered with the fund manager as a service provider. We are automatically your service provider for investments you make through us. Please note these services cannot be provided for single company or self select PEPs or ISAs as well as certain investment trust PEPs or ISAs.
If you want these PEP & ISA Care Services for PEPs or ISAs which you bought direct from the plan manager or through other sources please complete and sign a copy of the registration form and send it to us.
We will take a copy for our records and then forward them to the plan manager for registration.
The plan manager will pay us a small annual commission which will be at no extra cost to you as it comes out of his standard annual charge. We believe that the receipt of such commission by us entitles you to the benefits of PEP & ISA Care Services.
Registration Address: Allenbridge Group plc
Freepost 12 LON20597
London W1E 5JD
HELP LINE
Do call our helpline on 0800 33 99 99 if you have any questions about the PEP & ISA Care Services or how to register.
REGISTER NOW
