HBS Financial Planning

Making a Difference...

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Performance-related Portfolio Service

The Performance-related Portfolio Service is the highest level service that we offer. Under this service, our renumeration is linked to the performance of your portfolio and so we are active in recommending changes and adjustments in your portfolio in response to changing market conditions. Features of this service include client contact on an ongoing basis that is free of extra charge, and also the chance to buy into unique investment opportunities that are not available to the wider investing public.