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Investment Planning

 
 
We will base our advice around a discussion of your needs and objectives.  For example, how long are you looking to invest for and will you be looking for income or growth or possibly both.  We would also need to bear in mind your tax position.

 

A thorough report is prepared for you to consider and then further meetings are held in order to be able to finalise our recommendations

 
Some examples of investments that are available are as follows:-
 
  • Individual Savings Accounts (ISAs)

 

  • Investment Bonds

 

  • Unit Trusts

 

 


Contact Details

Address :
George Square
8b George Street
Nottingham
NG1 3BE

Independent Financial Advisers authorised and regulated by the Financial Services Authority

Registered in England and Wales No. 4631872


Tel : 0115 9475545
Fax : 0115 9504773
Email : Click here


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