Accredo Financial Services Limited

Investments

Whether you have new money to invest or existing investments that you would like reviewed,  with the huge range of investment products, providers & fund available to you today it is more important than ever to seek professional advice. 

With current low rates of interest many clients are looking  for better returns or a higher income without taking unnecessary risk

The service we provide will evaluate your attitude to risk in detail and ensure the investments that we choose and recommend for you are tailored to your specific goals and risk profile. We will ensure all your eggs aren't in one basket and your money is spread between different assets types and properly diversified.

We can arrange to split your investment over a number of different companies or make use of fund supermarkets or multi-manger funds to make tracking your investments far simpler.

If you have existing ISA’s that you have not been happy with, we can arrange to transfer them to a new provider without having to cash them.

You may just be looking to move them to a lower risk environment or to spread your investment between lots of fund managers. This can be done effectively now with even very modest amounts of savings. 

For a FREE initial consultation click here

Telephone: 01733 555175  


                                                                                                                               This site is intended for UK customers only 

Pinnacle House, Newark Road, Peterborough. PE1 5YD