Investment Advice
Some people may need personal support when making more complex financial decisions which could have a great impact on their finances.
We can help if you face any of the following situations:
- Considering retirement: you are considering retirement and would like to understand how best to maximise your retirement income
- Share scheme maturity: you have or are about to receive shares from a maturing share scheme, such as a share save or long-term incentive plan, and wish to understand how to mitigate any tax payment and/or how to ensure you are not over exposed to single stock
- Pension consolidation: you have a number of pension pots, perhaps from previous employers, and you wish to understand the benefits of consolidating them into one pension
- Redundancy: you are being made redundant and need to understand possible investment options for severance pay
- Investment planning: you have existing investments and wish to consider the benefits of a structured investment plan, providing diversification and active management to meet your medium to longer term financial goals
How do I start?
If you have £40,000 or more to invest from cash, ISAs, shares and/ or pensions, it is possible that you could benefit from an initial review meeting. This will:
- Provide an opportunity to explore your situation in more depth
- Determine your financial situation and establish the most suitable course of action
- Allow for a detailed report to be sent to you providing an analysis of your current investment situation and put forward recommendations for consideration.
To book an appointment*, please contact us or ask for more details.
*Subject to availability and qualifying criteria.
The investment advice we offer is without charge or obligation to you. If you decide to follow our recommendations and sign up to our services, our clear and simple pricing will ensure you know exactly what you’re paying at all times.
Get expert advice
Our Wealth Services team are happy to help answer any of your questions. Our lines are open 9am to 6pm Monday to Thursday, and 9am to 5pm Friday. We are closed at the weekend. We will respond to all emails within 24 hours or the next working day.
