Investments

We provide independent and unbiased advice on investments. Whether you simply want to put some money away for the future or you have a complex portfolio of investments we can provide the assistance you need. We normally start the advice process with a free, no obligation meeting to discuss your circumstances. Before we provide any advice, we will talk about and record your personal circumstances. We will also using market leading software to assist us in analysing your attitude to investment risk.

Investments

We provide independent and unbiased advice on investments. Whether you simply want to put some money away for the future or you have a complex portfolio of investments we can provide the assistance you need. We normally start the advice process with a free, no obligation meeting to discuss your circumstances. Before we provide any advice, we will talk about and record your personal circumstances. We will also using market leading software to assist us in analysing your attitude to investment risk.

We then use our expertise to analyse the various products and funds that might be suitable for you. This advice is then presented to you in a written report. We offer a variety of ways of paying the fees so that you can choose an option that suits you. All fees are disclosed before we start any work so that you are fully informed.

We can recommend a wide range of solutions such as: ISAs, Collective Investments (Unit Trust/OEICs), Investment Bonds and so on. For those with more complex needs we can also provide advice on VCT, EIS and more.

As well as arranging investments for you we offer an ongoing service which ensures the products and funds continue to meet your needs and objectives. We offer different service levels so that you can be as involved as you wish with your ongoing investment planning.

Ready to talk?

 

Our financial advisers are here to help. To arrange an independent review, email us below or contact the team on 01803 652030.

 

Ready to talk?

 

Our financial advisers are here to help. To arrange an independent review, email us below or contact the team on 01803 652030.

 

Regulated by

Pavey Group Financial Services Limited is authorised and regulated by the Financial Conduct Authority Registration No. 463257. Registered in England No. 3418320. Registered address: 50 The Terrace, Torquay, TQ1 1DD.

Office

Minerva House
Orchard Way
Edginswell Park
Torquay
TQ2 7FA

Tel: 01803 652 030

IFA

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