Our clients said...
“Having taken over my finances, after my previous IFA left me in a difficult position, Steve quickly assessed my portfolio and advised me where the unacceptable risks and poor growth areas were. I haven’t been an easy client, however Steve’s caring professional approach has enabled me to have faith in him and the portfolio I have today.”
– Andy, Fortitude Client.
Investments
Using a range of investment products we make recommendations suitable for your needs taking into account term, taxation and risk.
- Individual Savings Accounts (ISAs)
- National Savings Accounts
- Investment Accounts
- Unit Trusts/OEICs
- Collectives
- Onshore Bonds
- Offshore Bonds
- Structured Products
- Platforms and Wraps
- Discretionary Fund Management (DFM)
- Venture Capital Trusts (VCTs)
- Enterprise Investment Scheme (EIS)
- Portfolio Planning
The value of investments (any income from them) can fall as well as rise and you can get back less than you invested. The Financial Conduct Authority does not regulate National savings Accounts. Venture Capital Trust & Enterprise Investment Schemes are high risk investments not suitable for the majority of investors.