Welcome to Scorpio Financial Services

32 Canton Court Canton Cardiff CF11 9BH

Authorised and Regulated by the Financial Services Authority

The guidance and /or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK

Scorpio Financial Services provides advice on ‘Fully Researched Investment Products’. Currently we advise on Unit Trust and Open Ended Investment Companies (OEICs), the most widely used funds by the majority of investors, covering 1000s of funds from the Whole of Market.

The Result

In the last 12 months, the selected investment funds have beaten the FTSE-100 Index and made investment gains of between 30% to 50% after all charges.

Yes you have read it correctly. With our powerful research analysis system, this is what our clients have achieved (period October 2008-2009). This level of growth was achieved during the most volatile market conditions when the financial meltdown dragged many banks and most of the world’s stock market down.

In order to get the most out of investing in funds you need a strong, proven strategy. We identify funds that really produce results. Although there is no guarantee from the past performance we have a strategy that works to help our clients indentify which funds are right for them.

How do we do it?

• We keep our eyes and ears open to see which Geographical Region/s and Sectors have the potential to grow and why.
• We check the Fund Managers’ time with the Investment Company, his track record and performance history. Performance history covers from One Day to Five years or more. We compare the performance against its relative sector and index. We check which sectors (region/industries) and categories (large, medium or small cap) are covered.
• We check the Fund Manager’s aim and investment objectives and the level of risk being taken to achieve any given growth rate.
• We monitor our client’s investments on a regular basis and rebalance them i.e. sell and repurchase new investment as and when required – after consulting clients.

We also provide FIVE Levels of Risk Profile for investors to choose from. These are Low, Below Average, Average, Above Average and High Risk.

Our Service is aimed at those investors:

• Whose existing investment is stuck with bad performing funds and has very limited potential of diversification/growth.
• Who do not have time, research facility or the knowledge to understand the structure of funds?
• Who do not know where to look or who to talk to?
• Who have older-style Pension/s and a limited choice of investment funds.
• Who do not feel confident about choosing their own investments?
• Who would like to invest with full knowledge in line with their risk profile and turn their investments into an impressive portfolio?
• Who needs to carry out investment planning for their children to meet any future objectives such as University Funding, Deposit for buying their first home, Wedding etc.
• Who needs simple statements of their investment holdings showing:

a) How much they have invested.
b) What their invested funds consist of.
c) What it is costing them.
d) How their portfolio is performing.
e) How they could change any holding when they want it in order to keep one step ahead of the market.

Are you one of the above Investors? Do you currently have investments within Unit Trust, Investment Trust, OEICs, ISA, With Profit Bonds, Insurance Bonds or Pension? Are you holding a large amount of cash in Deposit Accounts earning very little interest? Are you happy with the investment growth from these investments? Do you need to carry out any changes? Do you want to control YOUR investments? Do you wish to speak to someone face to face providing an honest opinion of your current investments and showing you the way how to achieve the best results?

Talk to us. We DO NOT give false promises or talk non-sense. Find out for yourself.

WEALTH WARNING:
Unlike money deposited in a bank or building society account, an investment involves stock market risk. This means that the value of investments and any income will fluctuate. Our guided service allows you to benefit from the vast diversity of products and provides you with complete control and flexibility. Therefore when selecting any investments/s, key features documents should be read as this will provide all relevant risk factors involved. Past performance is not necessarily a guide to future returns. October 2009.