Investments
Free initial consultation.
We will advise and make a recommendation for you after we have assessed your needs.
Invest for income and / or capital growth.
Unit trusts and investment bonds.
ISAs.
(Individual Savings Accounts)
We offer a fixed fee service for investment advice. The service comprises completing a fact find financial review, conducting research and providing a recommendation report. The fee for this service is £500. VAT will be added to the invoice if applicable. The fee is payable when you return the fee agreement to us instructing us to do the work after our initial discussion.