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It is our role as an IFA to help you choose the right investments in order to help you meet your objectives.
We provide an expert integrated service across all investment fund managers and products within the marketplace. We utilise asset allocation tools to ensure that we effectively assess the risk profile of each individual client to meet their short, medium and long term wealth creation objectives.
By assessing your existing holdings we can provide quality advice on diverse investment portfolio backed by specialist research and provide advice on moving poor-performing Unit Trusts, OEICS or Investment Trusts.
We aim to help you develop an investment strategy that is appropriate for your needs, using investments that suit your attitude to risk and tax position.
In our situation we were finding it very difficult to get help and information from our pension provider. After our first meeting with Pete, within about 2 weeks he had acquired all the information we had requested, then discussed all options available to us, explaining anything we were unsure of.
Personal Pension Client