IFA (Nr. Plymouth)

Our client offers a professional and innovative approach to financial planning and actively manage their clients’ portfolios. They are not tied to any bank or insurance company which ensures that they can offer financial planning solutions where their clients’ needs and objectives come first.

They deal with numerous types of investment with the most advice being given are:

  • Tax favoured ways of investing, such as ISAs and Pensions
  • Collective Investments (Unit Trusts and Open Ended Investment Companies)
  • Onshore and Offshore Investment Bonds

Location:  Within a Plymouth postcode area.