Looking for investment & tax planning advice? We offer all clients a no-cost and no obligation review at our office, your home or using video conferencing technology!
At Financial Fortress, we maintain the highest levels of service and guarantee no jargon! No long wait times on the phone and easy to reach named & dedicated advisers!
A review with us will ensure you fully understand your plans, maximise your savings & the investments. We are obsessed with ensuring you a successful & secure future.
There are many thousands of different investments, structures and tax wrappers, we are experts in them all including:
- Pension & Retirement savings
- Sustainable investing (ESG)
- General Investment Accounts
- Investment Bond
- Unit Trusts / OEIC’s
- Venture Capital Trusts (VCT)
- Enterprise Investment Schemes (EIS)
- Offshore Investments
- Every single investment company in the UK and beyond
Key investment tips:
Investment planning is simply “Providing the maximum level of return possible, for an agreed level of risk taken, whilst ensuring tax efficiency along the way”. The problem is, this is extremely complicated in practise to achieve. Our experts are fully trained, regulated and experienced financial advisers that deliver jargon free, friendly advice.
Remember, as independent financial advisers, WE WORK FOR YOU! Your adviser will NEVER take any commissions from your pension or investment, we charge fees that you can choose to pay separately or allow us to take them from your investments themselves. Your named and dedicated adviser will be plain talking, jargon free and act without any pressure. Get the advice you need from Financial Fortress and watch your money grow!
We are experts in all things investments, fully qualified financial and pension advisers who use cutting edge technology to explain everything in easy to understand ways. Although we provide top quality advice, you will always have ultimate control over your decisions and investments.
We will constantly monitor your plans going forward, ensuring they remain the best available in the market and continue to maximise your’ returns. This way we can ensure you the very best financial future! We will provide expert ongoing guidance & governance, giving you regular updates & structured meetings with our fully qualified advisers. We will meet (atleast annually) to review your plans including:
- All existing investments, pensions and plans, making sure they remain best of class for your ever evolving circumstances. As your circumstances change, we will recommend adapting your plans as suitable.
- Reviewing your investments whilst discussing and recommending any new investment opportunities.
- Identify any new risks, re-agreeing your existing risk appetite as your situation changes.
- As tax law constantly evolves, review your tax planning and take advantage of any taxes we can avoid.
Every annual review will be followed up with written recommendations ensuring complete understanding and peace of mind.
We advise, you decide!
What Our Clients Say!