There are a wide range of investment arrangements available, with varying degrees of risk and tax-efficiency. We can offer advice on both regular premium investing and/or lump sums.
We specialise in investments for those nearing or in retirement, with the majority of our investment clients aged 50+.
Having full access to the range of tax-privileged investments we can place your funds in investment vehicles that minimise your liability to taxation and most suited to meet your wider long-term objectives.
We always take into account your personal attitude to risk, carefully considering your capacity for loss and circumstances.
Our Ongoing Investment Service includes regular annual reviews of your investment portfolio and financial goals.
“As a long term client of PFA and have always been very happy with the service I have received. They have helped me ensure that my Estate Planning and Investments are now in line with my wishes."
To arrange a no obligation appointment with our experienced adviser:
WARNING: The value of investments and income from them can go down as well as up. You may not get back the original amount invested.
Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction we are obliged to offer you the Financial Ombudsman Service to help settle this.
Please see the following link for further details: http://financial-ombudsman.org.uk
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