Whether you are looking for growth of capital, reliable income or
both, we can arrange a suitable portfolio of investments that is
just right for you. Because we are independent, we not only help
you find the right investment plans but also find the companies
with the best products from the huge variety on offer. To ensure
that your investments are well invested, and continue to suit your requirements,
we'll arrange regular reviews.
Most of us know that we should be saving more from our income
than we are. With the level of State pension benefits reducing
all the time, self reliance is becoming the order of the day. We
can tailor a savings portfolio to match your long term needs,
whether for retirement planning, school fees, or saving for your
children or a rainy day.
Ample life assurance cover does not need to be expensive. For
only a few pounds a week a substantial family protection policy
can be set. It will probably cost less than your annual car
insurance. Have you considered how you would cope in the event of
disability or prolonged illness? Do you have any income
replacement insurance? Do you know how small State benefits are?
We can advise you on suitable cover.
As specialists in the area of investment portfolio management, we offer a
comprehensive service. We construct portfolios on an individual basis and then
monitor your investments and arrange regular reviews to ensure that you hold the
most suitable funds from across the whole market place. Take
advantage of our 35 years experience in this area.
Independent Financial Advisers
7 Bampton Street, Tiverton, Devon, EX16 6AA
Tel: 01884 254726, Fax: 01884 258641
Authorised & Regulated by the Financial Services