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We are able to provide holistic and independent Financial Advice in relation to investments and can assist in relation to new investments, or reviewing existing, older investments. 

If you have recently received some funds and aren't sure what to do with them, we can discuss the options available to you, and recommend and investment that is suitable, and that you feel comfortable with.

Investment Reviews

If you already hold investments, we could review these and consider:

  • What level of risk you are willing and able to accept and whether this investment is currently aligned correctly to your requirements and wishes;
  • The overall suitability of the arrangement for you;
  • The current performance of the funds within your arrangement; and
  • The costs and charges on your current plans.

If you have any questions about your investment planning or would like to arrange a FREE initial investment review with one of our experienced team of qualified Financial Advisers please contact us on 01481 701400 or email us on

Key Contacts

Call or Email Rebecca Goater
Call or Email Jason Kon
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