A HUDDERSFIELD businesswoman is helping investors and financial advisers keep up to date with how their investments are performing.
Danielle Dacunha, who lives at Berry Brow, is operations director for Prompt Capital Monitoring, which has launched a new alert service for clients who wish to stay in control of their investments.
The service also has the capability of highlighting any need to re-balance an investor’s attitude to risk alignment – across a range of funds – according to parameters specific to each investor.
It works by alerting investors to the impact of good and bad market conditions and has the ability to track all UK based investment funds, including ISAs, unit trusts, bonds, and pension products held with any UK provider.
Danielle said findings from a recent survey showed that more than 60% of investors have not had their investments reviewed in over a year – with 20% admitting that more than three years have passed since their last review.
She said: “Even following a financial review, investors are often advised that there is ‘no need to change anything as the investment is performing well’ or ‘make no changes as this will crystallise any losses’.”
Prompt Capital Monitoring was founded by Darren Wood, who has worked as a financial planner for more than 10 years.
He began by marketed the new monitoring service to key clients in his own practice.
Now the service has been rolled out with the help of the team led by Danielle, who has worked in a range of management roles in areas such as retail, sales, training and development, customer service, accounts and investment support.