EIS funds - investments with a difference

77 High Street
GU19 5AH

08456 499886

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Our Service & Advice

The service Lacomp provides is unbiased, impartial, primarily limited to the planning and management of your savings and investments, and under the Financial Conduct Authority rules falls in the category of ‘Restricted'.

In our case this means that we do not advise on every possible type of financial product and have chosen not to operate in certain recognised high risk product areas, but to concentrate on investments (as well as life and pension business where a client wishes us to do so).

We invest globally, preferring the medium of collectives (unit trusts, closed or open-ended investment companies, investment trusts, offshore and mutual funds).  Not only does this approach result in a dilution of risk (collective investments typically invest in at least 60 to 70 individual stocks), it also allows us to delegate the stock picking to managers with proven track records in a particular market segment. 

Our in-house fund rating model has regard for a fund’s performance, cost, consistency, volatility, management style and tenure, as well as third party research, and we monitor a very wide range of investment, life, and pension funds. 

Investment portfolios are usually held within our Nominee service; ISA portfolios and some investment bonds and pension investments are ordinarily administered on a Wrap or Platform in order to reduce client costs, optimising the available investment range and providing greater flexibility.

We regularly review the available Wraps and Platforms and at any one time will recommend from the filtered range of providers that meet our criteria (e.g. currently Elevate, Standard Life Wrap, Aegon, Old Mutual and FundsNetwork) according to which is most appropriate to a client’s situation and objectives.

Lacomp is directly regulated by the FCA and is not a member of any network or national selling organisation.  We have no ties to any fund managers, investment houses, banks, product providers or any other financial institutions, and can therefore be completely unbiased in the advice and service we give to clients.