January 2010 - Wealth Management Platform

We are delighted to announce that we have now launched our new wealth management platform administered by Standard Life. The platform offers our clients a level of investment advice through a close link with Old Broad Street Research (OBSR).

OBSR are one of the most respected fund management experts in the UK and their investment recommendations are based upon intensive research and sector knowledge. They are providing us with quarterly portfolio amendments, which we are using for the benefit of our wealth management clients to rebalance portfolios throughout the year.

Other advantages of our wealth management platform are as follows:

• Funds are purchased at net asset value (NAV). No dealing charge.
• Access to over 2200 mutual funds
• Simplified administration for you
• Ideal to hold all investment assets in one basket e.g. pensions, ISAs and bonds

We look forward to discussing this exciting new PPS Group service with you.

NOVEMBER 2009

Changes at PPS

We are delighted to announce the formation of PPS GI and David and Paul welcome Laura Marsh, previously Head of General Insurance, as a partner in this new business.

PPS GI has been formed in recognition of the growth of our General Insurance service to clients and to further focus our expertise in the veterinary profession.

As a partner Laura will be in direct control of her dedicated support team Jen, Angela and Sarah who will continue to provide the highest level of client care and the most competitive premiums in the veterinary market.

PPS continues to be under the remit of David & Paul and will deal with all the financial issues relating to the profession.

We look forward to working with you long into the future as a valued client of the PPS Group.

SELF INVESTED PERSONAL PENSIONS

Following the legislation changes in April 2006, we have invested in specialist software which enables us to both recommend and monitor self invested personal pension portfolios (SIPPs).
We have been discussing the options available with our many practitioners throughout the country and to date, we have been delighted with the improved performance that has been achieved.
If you would like a comprehensive review of your pension position without cost or obligation, please contact us.

Please note that unit prices can fall as well as rise and that past performance can not be guaranteed.