- Retirement Planning / Pensions
- Investments and Savings
- Personal Financial Review
Investing for your future is a big financial decision. Whether you have received an inheritance, a bonus or are looking to invest your tax free lump sum from your pension, we can provide independent financial advice in relation to all lump sum investments.
We have a clearly defined process in place where we look at your financial goals, the timeframe involved, access to capital and of utmost importance, your attitude to risk. This information will form the basis of any investment recommendations. We will then research the market and offer the most appropriate investment plan or plans to you and once we have agreed and discussed this we will put this investment in place for you. Once your lump sum has been invested our financial relationship continues and we will provide you with regular updates and annual reviews to ensure your investment is on track with your expectations.