Welcome to the Business and Personal Investment website
We are Independent Financial Advisers based in High Wycombe,
providing a high level of individual service to clients in the UK
only.
Formed in 1999, we have considerable experience of helping both
individuals and businesses to identify, evaluate and meet their
financial planning needs.
We
believe in providing a
‘holistic’
service; looking at our clients’ entire financial circumstances
before making and implementing recommendations that are aimed at
reducing unnecessary expenditure in order to release money to meet
investment and other needs. We pride ourselves on the care we take
and are frequently able to save clients’ money simply by altering
their current arrangements.
All our clients have the option of paying for our services through
fees, although part of the
payment can often be arranged via commission in respect of any
products arranged.
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Services for individuals include: |
Services for businesses include: |
-
Personal tax planning;
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Family protection;
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Investments;
-
Pension planning;
-
Retirement
options;
-
Mortgages and
loans;
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Your home
may be repossessed if you do not keep up repayments on your
mortgage.
There will be a fee for mortgage advice. The precise amount
will depend upon your circumstances but we estimate that it
will be £600 but may range from £500 to £1,200.
The guidance and/or advice contained in this
website is subject to UK regulatory regime and is therefore
restricted to consumers based in the UK.
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