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Financial Services
Financial Advice, Independent Financial Advisor and Personal Finance
From 22nd September 2011 we are no longer registered by the Financial Services Authority to provide Financial Advice to our clients directly. However, we recommend Eastlake & Beachell - Independent Financial Advisors based in Leicester to our clients who are highly experienced in this area.
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THEIR EXPERTISE CAN HELP YOU:
Maximise your income
A review of your current investments and advice on the alternatives available could help you increase your income without necessarily sacrificing security.
Protect your capital
We realise that security is paramount to many investors. Eastlake and Beachell can advise not only on high income products but also on vehicles for long term capital growth. Wills and Trusts can be arranged to help ensure the safety of your capital for future generations.
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Provide for your retirement
Providing for retirement income is a key part of most clients' financial and tax planning. Eastlake and Beachell not only deal with personal plans but also Self Administered Schemes, Executive and Group Pensions.
Make the most of your investments
Keep up to date with current investment values and take an active part in reviewing your portfolios. Eastlake and Beachell regularly inform you of new products and emphasise the use of tax efficient products such as Individual Saving Accounts (ISA's) and Investment Bonds and inflation-proof products such as National Savings.
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