As an Independent Financial Advisor
(IFA), I have access to a very wide range of financial
services and products from almost the whole spectrum
of suppliers.
Good financial advice depends on understanding
each client's financial and family situation and matching
my proposed products and services to meet the client's
needs. This process depends on something called a Fact
Find.
The Fact Find is not only good common
sense, it is also a requirement of Financial Services
Legislation.
On the opening page of this web site,
you will have seen a password protected area of the
site that was designed for my current clients. That
section of the web site contains details of some special
offers and bonus products that are only available to
my current clients.
Here are some examples of what we
can do for you.
Tax
Planning – looking at how to mitigate
your potential tax liabilities, whether that’s
Income tax, Capital Gains tax or Inheritance
tax.
Cut
the cost of saving or investing – using
Wrap or platform accounts can seriously increase
your wealth by reducing the charges on your
savings. |
Newsletter
Normally only  available
to
our registered
customers, we have added a link here so that you
can download and either read or print a copy of
our regular Newsletter.
Click the image.
|
Our investment
process – by analysing and understanding
your investment objectives, we can more accurately prepare
a be-spoke portfolio just for you. It should marry well
with your attitude to risk, and so perform in line with
your expectations. What’s more, we can offer
daily monitoring of the performance of your investment,
and report back to you.
Pension review
– if you have an “old style” personal
pension with high charges, or a pension with which you
are dissatisfied, then you no longer have to tolerate
that. A pension review should highlight providers and
funds with above average performance and the most competitive
charges. Assuming that a pension transfer id the right
way forward, this process can save thousands of pounds
over the lifetime of your pension.
Please explore the rest of the web site for more information
on our services.
Or better still, why not ask for an informal meeting
to explore the ways in which we can help you build up
your investments, reduce your tax or protect your assets.
|
REGENT
STREET 
