Investments & Portfolios
Whether you are new to taking investment decisions or have an existing portfolio, we will work with you to establish your investment objectives.
This will take into account factors such as:
- Your requirement for: Income, Capital Growth or both income and growth
- Time frames
- Tax position
- Attitude to short term volatility
- Attiude to ethical issues/socially responsible funds
All options will be explained clearly and fully to ensure that you are confident in the decisions taken.
In order to make an appointment with a chartered Financial Planner, for which there is no charge, please contact us to make an appointment.
Get in touch for information and to book an initial meeting.
T: 01228 406 397
- January Market Commentary
- Inheritance Tax, could there be an alternative?
- New Year, New Financial Goals
- December Market Commentary
David Finan, Managing Director