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Investment
If trust, appreciation of specialist skills and a strong relationship are high on your agenda, you will be pleased to know they are an integral part of our investment service offered by Core Financial Services.
When selecting the most appropriate savings and investments, it is important to consider not just the funds available but also your individual circumstances and requirements and what future plans for the investment are. This is why Core Financial Services have developed an investment process to ensure that our clients fully understand the concept of investment risk before they undertake any investment decisions.
Some of the Investment and saving solutions
that we advise on are:
:: Personal Equity Plan (PEP)
:: Investment Bonds
:: Individual Savings Accounts (ISA)
:: Offshore Investments
:: Investment Trusts
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:: Pensions
:: Open Ended Investment Funds (OEICs and Unit Trusts)
:: Tax Efficient Investing
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If you are thinking about making a lump sum or regular investment, or simply have investments that haven't been reviewed for a while, we can help. If you are concerned that your current portfolio is no longer giving you the returns you would expect, let us know.
The Advisors at Core Financial Services will take you through the investment process, step by step, taking into account your risk profile and your investment objectives. We will listen to what you want before recommending any course of action and will be happy to review your existing investments. All recommendations are confirmed in writing for your consideration.
With the constant changes in the investment world, there has never been a better time to take professional advice to ensure your investments are working for you.
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