Accountancy and Legal services are available by referral only.
The value of pension and investments and the income they produce can fall as well as rise.
Equity release will reduce the value of your estate and can affect your eligibility for means tested benefits.
Think carefully before securing debt against your home, your home may be repossessed if you do not keep up repayments on your mortgage.
I am a Chartered Financial Planner which is an exclusive title only awarded by the Chartered Insurance Institute (CII) to individuals and firms which meet rigorous criteria relating to professionalism and capability. All Chartered Financial Planners commit to the Code of Ethics & Conduct of the awarding body reinforcing the highest standards of professional practice in our business dealings. I also have a degree in Chemistry & Pharmacology, an MSc in Organic Chemistry & an MSc in Financial Risk Management. Before becoming a Financial Adviser, I worked as a Front Office Investment Banker with a Tier 1 bank in London, so I have first hand experience & knowledge of navigating the Financial Markets.
As a firm, we are committed to ethical, sustainable, governance (ESG) investing, AKA socially positive investing. We have been profitably investing our clients’ money in this way since 2013. Investing in a socially responsible way does not have to be at the detriment of investment performance or risk management.
We are a small business providing a meaningful & profitable service to our valued clients, helping them to grow & protect their assets in a risk managed way. As a prospective client, you will have attained a certain level of wealth & income enabling you to fund your tax efficient-diversified portfolio; This being a prerequisite to achieving your financial goals… If this is you, please feel free to get in touch for a chat.