CRS Consultants Limited

Insurance Brokers & Independent Financial Advisers

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01606 48521

info@crs-consultants.co.uk

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    • About CRS Consultants

    • Meet the Team of Advisers
    • Profile
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    • Motor Fleet Insurance
    • Motor Trade Insurance
    • Goods in Transit Insurance
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    • Commercial Combined Insurance
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    • Excess Protect Insurance
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Clever Adviser

 

CleverAdviser is an active management system for your investment or pension portfolio which offers a bespoke approach, using personal risk profiling and asset allocation tools to choose the best investment options for you. It then monitors your portfolio on a monthly basis, tracking your investments and sends you a short, simple monthly email, making recommended changes when necessary.

We have introduced this service in response to a growing need from our clients to reduce their risks in a new economic climate. After an unprecedented span of growth in the 1990s and the early part of the ‘noughties’ we are now experiencing a different environment, one which the route through is much less clear or certain. Do you know how your funds are performing?  How often are your funds checked?

Many people start investment or pension contracts by choosing good funds to invest in. However, over time these funds can underperform and drag down the return on your investment. Imagine you had invested £100,000 five years ago, and not having access to financial advice , you invested into the Top 50 Funds as listed in the Sunday Times (i.e. all those funds which were the leading performers/won awards 5 years). How many of the funds were still in the top 50 at the end of the five years ? Only 6 had retained their position in the top 50 by 2011.*

In previous years, long term investments through a ‘buy and hold’ strategy seemed low risk. Today, a new strategy is needed, one which quickly and accurately identifies a failing fund allowing you to switch to another, better performing fund before significant losses are made. At the heart of our CleverAdviser service is this powerful combination of a robust assessment system, an active monthly review and our years of experience and expertise in financial management all of which work to ensure that losses are minimised and previous gains capitalised on.

*source Financial Express Dec 2011

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Contact Us

Office:
Parrs Bank Building,
Dane Street,
Northwich Cheshire,
CW9 5HA

T: 01606 48521
f: 01606 40031

Opening Times:
Monday to Friday
9:00am - 5:00pm

CRS Consultants Limited is Authorised and Regulated by the Financial Conduct Authority and is entered
on the FCA register (www.fca.gov.uk/register) under reference 474097.

www.financial-ombudsman.org.uk

The registered office is: Parrs Bank Buildings, Dane Street, Northwich Cheshire, CW9 5HA.
Registered in England and Wales, company number 02231655.

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  • Home
  • About CRS
    • Meet the Team of Advisers
    • Profile
    • Company History
    • Core Values
    • Professional Partners
    • Professional Connections
    • Giving Back
  • Financial Services
    • Investments
    • Retirement
    • Pensions
    • Wealth Management
    • Clever Adviser
    • Inheritance Tax Planning
    • Planning Process
    • Testimonials
    • Long Term Care
  • Mortgages
    • Mortgages
    • First Time Buyers
    • Movers
    • Buy to Let
    • Bridging Finance
    • Equity Release/Lifetime Mortgages
    • Mortgage Testimonials from our Customers
  • Protection
    • Individual Protection
    • Business Protection
  • Business Insurance
    • Commercial Combined Insurance
    • Commercial Liability Insurance
    • Commercial Property Owners Insurance
    • Motor Fleet Insurance
    • HGV Insurance
    • Van Insurance
    • Motor Trade Insurance
    • Goods in Transit Insurance
    • Professional Indemnity Insurance
    • Agricultural & Farming Insurance
    • Excess Protect Insurance
    • Testimonials
  • Personal Insurance
    • Car & Motorcycle Insurance
    • Home Insurance
    • Caravan Insurance
    • New Driver Insurance
    • Insurance for Learner Drivers
  • News
  • Contact