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Home > Financial Services > Stock Brokers > Chelsea Financial Services
Chelsea Financial Services
Chelsea Financial Services is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Chelsea Financial Services was founded in 1983 as a firm of independent financial advisers by its present Chairman, Dr John Holder. They were the first intermediary to discount initial charges on unit trusts and bonds, and later PEPs and ISAs. Over the last eighteen years their clients have saved many millions of pounds they would have paid in charges had they bought direct from investment companies. And they are still leading the way with ISAs. Simply by sending your investment application to them, you can save up to 5.25percent, an incredible £367.50 on a £7,000 Maxi ISA.
Chelsea Financial Services is an Independent Financial Adviser regulated and bound by the Rules of the Financial Services Authority, and authorized by the FSA to advise on and arrange regulated investment products for Private Clients. These products include life assurance and pension contracts, units and shares in collective investment schemes, units in investment trust savings schemes, and securities except those which are not readily realizable.
The Chelsea Portfolio offers a wide range of benefits including one valuation for all your PEP/ISA and unwrapped investments, you are no longer restricted to the funds of only one provider. The Chelsea Portfolio gives you access to over 800 funds. The Chelsea Portfolio allows you to switch between fund providers, not just the funds of one company. You do not have to remain out of the market for long, thus missing out on stock market movements. They give the opportunity to consolidate your tax-free investments enabling you to construct a balanced portfolio. You can make use of their portfolio options and select from their 38 carefully chosen funds.
The Chelsea Easy ISA has compiled four portfolios each based on differing objectives and attitudes to risk. They contain six carefully selected funds each and can take the bother out of your investment decision.
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