06 February 2012

Investment Services

If you need to invest for your future, whether that is to pay for a wedding, to clear a mortgage, school or university fees or for your retirement, we can help you achieve your goals.

Whether you want to invest in ISAs, unit trusts, bonds or pensions, we can assist you.
We are fee based, rather than commission based, but you may use commissions to offset our fees if you prefer.
We offer a service designed to achieve a balance between long term growth and preservation of your wealth, to achieve your aspirations.
We are pro-active in providing advice, with regular contact.
 
We can offer internet access to your investments, if required.
 
The benefit of using our service is that you will know the cost of meeting your objectives and just as importantly, what external influences may impact upon your plans and how you can protect yourself against them so that you will be more likely to achieve your objectives and on time.

 

If you would like more information about our services, please do not hesitate to contact us for a free, no obligation, initial meeting. We offer clients a choice of payment options for our services, consisting of fees, commission or a combination of both.

No Investment decision should be taken based on the content of this site. Always take full individual advice first. The regulations governing tax rates and investments may change in the future

http://www.moneymadeclear.fsa.gov.uk/pdfs/saving_and_investing.pdf

 

 
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