Whether you are investing a lump sum, or rebalancing your existing investment portfolio, our financial planners can provide a personal and tailored service to suit your needs. We will take time to understand you, your attitude to risk and the goals and dreams that drive your financial plan. Our financial advisers will then use this information to create and review your investment strategy. This will be in the form of a written report which we can share with you. The cost of this initial advice will be 1-2% of the assets advised on (+VAT where applicable, minimum charges apply). Ongoing advice and a range of additional services are also available, subject to an additional charge. Your financial adviser will let you know if they think you would benefit from ongoing advice and what the charges will be. Source :theinvestorscentre.co.uk

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We offer both independent and restricted advice, both of which are regulated by the FCA. An adviser that offers independent advice can consider a full range of products and providers to find the right solution for you, while restricted advisers only have access to their own firm’s products. You can check whether a firm or individual is independent or restricted via the FCA’s Register of Financial Advisers or look at their Statement of Professional Standing. Both of these are available via our Find an Adviser page.

All investments involve initial and on-going costs, which may eat into your returns over time. Your financial adviser will help you to understand the costs associated with your investment strategy and help you manage them as efficiently as possible.