Getting a return in the current low interest environment is difficult as many of the standard products such as trackerbonds are dependent on deposit interest rates.The good news is that there are financial products that can give a return such as commodities, P2P lending, absolute return funds and REITs to name a few.
Our financial planning service is a managed process where we work together to identify your goals and then meet regularly to update, review and re-balance your financial plans, investigate whether additional services are needed and ideally, work together throughout your life to give you the optimum outcome from your investment plan.
Ensuring you have a sufficient pension fund when you retire scares many people. The first thing is to get your pension started, secondly ensure you aren’t paying away all your pension returns in charges, thirdly make sure you are invest in funds to get the best returns, finally manage your ARF when you retire to make the most of your retirement fund.
We have many years experience managing corporate treasury. We can provide your business with effective solutions to your corporate treasury needs. From policies and procedures on operating a streamlined treasury department to buying foreign currency, hedging strategies, treasury planning and other finance requirements.