An independent financial adviser can help you choose appropriate financial products such as savings and investment schemes to build, manage and protect your wealth. Although property is often a wise investment in the long term, it is sensible to combine this with a wealth management strategy that allows you to spread the risk and live the life you want.
The independent financial advisers we recommend help you create a diverse portfolio of investments with honest, impartial advice based on your personal circumstances and goals. But you don’t have to be managing vast amounts of wealth to need the services of a financial adviser. Our expert associates can help even if you’re just starting to invest money for the future or if you have questions about the best place for your savings and pension.
Some of the products an independent financial adviser can give guidance on include tax-free savings such as ISAs, other savings accounts including trusts, bonds and stock and share purchases. Like Private Wealth Mortgages, the independent financial advisers we work with look in detail at your current circumstances as well as your goals for the future or retirement before providing you with the information and guidance you need to make the best choice.
To speak with a qualified independent financial adviser call us on 01403 270006 and we’ll be happy to recommend one of our associates.