Warning: The value of the investment and the income they produce can go down as well as up and you may not get back as much as you put in.
It is vital that anytime you make an investment you are fully aware of what you are investing in. The first stage is to identify your own attitude to risk and what you are looking for the investment to achieve. When this is known we can look at the products and fund options that match your individual profile. We can then use this to build a fully unique investment portfolio which will then be reviewed to ensure it is performing well and continues to meet your evolving needs.
It is important that you take advantage of professional advice in this area as making the right decision can have a huge impact on the investment performance. It is also equally important to review your portfolio on a regular basis and as your Financial Adviser this is where I really add value. Most investments are set up and not reviewed again until the funds are required. During this time fund performance can dramatically change and the best fund one year is rarely top the following year.
If you are looking to set up a new investment or review an existing one please contact me and I'll be happy to discuss your options with you.
For full details regarding the funds, including fact sheets and marketing literature, please contact me.
Phone: 01793 354443
Swindon Financial Planning Ltd is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited and Quilter Mortgage Planning Limited is entered on the FCA register (https://register.fca.org.uk/s/) under reference 440703 and 440718. Swindon Financial Planning Limited is registered as a company in England & Wales. Number 8763093. Registered Office: 40 Osterley Road, Swindon, SN25 1UW
If you are unhappy with our service
If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us:
Quilter Financial Planning Complaints Department
Newcastle upon Tyne
Tel: 0191 241 0700
You can find more information by visiting the Quilter Financial Planning website:
If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (www.financial-ombudsman.org.uk)