Most people want to put some money aside for their future or perhaps just a “rainy day”. This could include plans for helping children or buying a house through to meeting longer term objectives like retirement or simply providing for additional future financial security. After all, the more money you have, the more money you will have to spend when the future arrives!
You may have received a lump sum following an inheritance, court settlement, pension commencement lump sum (tax-free cash), sale of a business or lottery windfall and have no idea what to do with it, this is where you need a dedicated and trusted expert!
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:
- Get advice
- Establish a plan
- Understand risk
- Use tax allowances
- Long-term results
- Manage costs
- Don’t speculate
- Reinvest income
- Review regularly
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 advise, you decide!
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 carefully monitor your investments! (additional costs apply)
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.
What you get with Financial Fortress
Authorised and Regulated by the Financial Conduct Authority.
No cost or obligation initial review meeting.
A personally named and dedicated expert dedicated to you!