Independent Financial Advisers

Head Office - 01795 599 010

Investment Planning Service

Due to recent stock market peaks and troughs we and our Partners at McLaughlin Hook have experienced our clients highs and lows and understand the need to maintain our clients financial position to ensure that they have financial stability.

No one can predict how the financial markets will perform, now or in the future and because of this, we need to be mindful of the fact that our client's investments are reviewed regularly to help minimise any potential losses.

We offer our clients a bespoke investment portfolio based on a number of factors such as:

What level of risk our clients are willing to take and for how long
Examine and understand your individual financial position and advise accordingly
Create our clients own individual investment strategy and implement it
Diversify our clients investments across a range of companies, products and providers
Asset Allocate within the financial markets and sectors
Use tax based investment planning where appropriate and utilise allowances available
Since we are independent we are able to review the whole of the market place
Fee or Commission based investment portfolio planning available
We recommend all our clients have annual servicing reviews of any investments held
Maintain our knowledge of what is happening in the financial markets

We advise on all of the following areas that assist with your Investment Portfolio Planning:

Individual Savings Account (ISA's)
Open Ended Investment Companies (OEIC's)
Unit Trust's (UT's)
Investment Trust's (IT's)
Stocks and Shares - Direct Equities
Corporate Bonds and Gilts
Life Assurance Bonds - With Profit, Unit Linked
Offshore Bonds
Capital Investment Bonds
Inheritance Tax Planning Bonds
Fund Supermarkets and Investment Platforms - such as Transact, Fidelity, Co Funds and Skandia etc
All types of Deposit based investments

You can download a guide to investing and different types of investments, including investing for retirement by clicking on the link below:

A Guide to Wealth Management

At McLaughlin Hook we and our Partners are able to advise and help implement an investment strategy. If you require advice on investment planning we would be more than happy to discuss your requirements and you can contact us by clicking here.