* Blended performance history
The ProVen Estate Planning Service (PEPS) was launched in 2021 and brings together three trading companies. Blended returns are based on an investment allocated equally across the three underlying trading companies available in the service. In a 12-month period ending 31 December 2024, the blended share price growth of the three companies stands at 3.95%. Average returns for the trading companies, including periods prior to the launch of PEPS, is 4.15% per annum over a five-year period ended 31 December 2024. However, past performance is not a reliable indicator of future returns. Figures are presented net of fees.
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Beringea LLP is registered in England (No. OC342919), with its registered office at Charter House, 55 Drury Lane, London, England, WC2B 5SQ and is authorised and regulated by the Financial Conduct Authority (FRN 496358). This website has been issued and approved as a financial promotion for the purposes of section 21 of the Financial Services and Markets Act 2000 by Beringea LLP. Issued: 21 May 2025
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