Independent Financial Advice
We advise individuals, companies and trustees on all matters financial and we retain access to lawyers and tax specialists to advise our clients where it is appropriate.
The Financial Services Authority does not regulate taxation advice.
How can we help?
You may require financial advice at some point in your life and your needs will change over time. Initially you may need advice on life assurance, protecting your income and commencing savings.
Later your requirements will progress to the management of your money, making the most of investment opportunities and focusing on building a nest egg for your retirement. Retirement is one of the crucial stages you will reach and ensuring you structure your finances appropriately is essential.
Investaco will help guide you through this process.
Our staff are highly qualified and have many years of experience between us; we work very much as a team. As such there is always someone on hand to discuss issues with you on a very personal basis.
We are supported by the very latest technology and have direct links to many of the major insurers and life offices, thus enabling us to give our clients a very impressive personal service.
When seeking suitable products for our clients we access the whole of market, thus enabling our clients to have the confidence that they are receiving not only the best advice, but that the product has been carefully analysed to ensure that it offers the best value for money, in short we do “Treat our Customers Fairly”.
When we meet you for the first time, we will discuss in detail the services we offer, how we deal with you, “the client”, and how the advice is processed. We will also inform you as to how we are paid for these services. We can agree with you to be paid on an hourly or set fee basis, or by commission only, or by a split of fees and commission. This will be agreed with you at the outset, depending on how you wish to proceed with what ever is best for you and your needs.
For more information, please contact us