Please note: the value of investments can go down as well as up and you may not get back as much as you put in.
It can seem like a full time job keeping track of your savings and investments - always worrying that you are getting the best return on your money.
Total Financial Services have a wealth of experience in the investment market and can give you reliable, expert guidance and advice on the best investments to suit your own particular circumstances. Trust Total Financial Services to ensure that your money works for you.
We can offer new, innovative investment opportunities.
We always begin by meeting clients so that we can fully assess their individual needs and aspirations. We take time to ensure that our clients are fully briefed as to their investment options. Our overriding aim is to help our clients understand their options in order that they may feel secure in their choices.
We keep clients fully appraised of any regulatory changes which may affect them and we always try to ensure that all the investment packages we suggest are tax efficient.
At Total Financial Services we have a breadth of expertise across a range of investments including:
- Individual Savings Accounts (Investment and Cash ISAs)
- Unit Trusts and Open Ended Investment Contracts (OEICS)
- Deposit based savings (Banks and Building Societies)
- Onshore and Offshore Investment Bonds
We can also help clients who may wish to save on a regular basis in order to build up capital.
Once your portfolio has been set up we can review its performance on a regular basis giving you updates. The frequency and cost of these reviews will be agreed at the commencement of the contract.
* We reserve the right to charge 'ad hoc' fees for various other services which may be required, but will always discuss these with you at the time
* Total Financial Services is an appointed representative of Intrinsic Financial Planning LTD and Intrinsic Mortgage Planning LTD which are authorised and regulated by the Financial Conduct Authority.