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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.
I was initially given Ginny’s details via a friend and have now known Ginny for a number of years. She helped me with my pension plans and she helped me to choose the right investment funds. She explains things in a easy manner. I trust Ginny for the impartial advice she always gives.