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Investment Advice

The sheer number of investment options available today is enough to bewilder the average investor into never making a decision and makes the requirement for getting Investment Advice from a qualified experienced Independent Financial Adviser greater than ever.

Analysing the available options in terms of the possible returns, risk, and tax treatment, is a complex and necessary part of selecting the right investments to meet your needs.

Investment Advice

At Connect Financial Services we assess your objectives and your financial situation to create an investment portfolio of assets that are appropriate to your circumstances.

We provide investment advice on all forms of investments available to you and that you might already have, including:

  • Individual Savings Accounts (ISAs)

  • Unit Trusts and OEICs

  • Onshore Investment Bonds

  • Offshore Investment Bonds

  • Structured Products

Please contact us for a free initial meeting to review your existing holdings or to give an initial overview of our Investment Advice process and how this will fit in with your objectives.