AWARDS


Certified Financial Planner of Year 2004, Alison Renfrew
 
financialalert Advisory Practice of Year 2005, Lyfords Regional Finalists
 

 

NEWS

 
Latest Lyfords Newsletter
 
Tax Changes affecting Investments, effective 1st April 2007
 


 

 

Access to Your Investment Portfolio 24/7

The LYFORDS Advantage:
Very few financial planning companies, or even banks allow you to view your investment portfolio 24/7.  We have had this option since 2002.  Clients who have selected this option love the freedom to view their portfolio at any time and at their convenience.  This is just one of the ways LYFORDS is riding the technology wave.

These are secure web sites, your password and username are 128 bit encrypted for your security.

LYFORDS OneAnswer Investment Portfolio Management Service

For portfolios held under the
Lyfords OneAnswer Wrap Portfolio Investment Management Service

This is a custodial, wrap account, fee paying based service more suited to larger portfolios. 

Click here for your OneAnswer Portfolio

Prices updated daily (some managed funds weekly)

Please Note:
It is very important that if you do look at your portfolios regularly that you remember:
    - markets do go up and down on a daily basis
    - what your investment time horizon is
    - your risk/return profile
    - "investing is like growing trees - you do not keep pulling them out of the ground to check the roots"