Do you already have an investment or savings plan, QROPS or SIPP, from such financial services organisations as Skandia, SEB, Friends Provident or Brooklands, which is not being pro-actively managed with a below expected level of performance?
Perhaps your adviser has moved on and you have, as a consequence, lost contact with him or her.
Perhaps you have recently been recommended a product and you are wondering if it is the correct way forward for you.
We would be more than happy to take over the management of your existing Skandia EIB, ERB or SEB Portfolio Bond investments. Complete our contact form to the right and we will be in contact, within 30 minutes, to discuss with you how we can work to reduce your investment costs and improve your portfolio performance.
Authorised and regulated by the UK Financial Conduct Authority in addition to winning the PI ‘International Adviser of the Year 2013’ you can rest assured that we will give you an unbiased, alternative, perspective on any investment, pension or savings plan that has been recommended to you by another adviser.