Best Financial Advisors in Shrewsbury

This means we act on your behalf and can choose the most suitable product or service for you based on what is available across the whole of the market. We are not tied to any product provider so you can be sure that our recommendations are not biased.

All our advice is accompanied by a full suitability report which confirms our recommendations to you, together with a detailed explanation of the basis of those recommendations and how they meet your needs.

The investment advisory service charge depends upon how much you have to invest and the complexity of your case but is between 1% to 3% initial charge or fixed fee and between0.5 and 1% a year thereafter. We can work on either a fee or commission basis. We charge the same regardless of the product, service or provider we use, therefore you know that we will be putting your best interests first.

You want expert advice on how to manage your investment portfolio. You lack the time to manage your portfolio effectively yourself. You do not feel fully confident in making your own investment decisions. You want the performance of your portfolio constantly monitored by independent experts. You want to spend less time on the essential task of managing your portfolio so you can spend it elsewhere.

You have secure Internet access to your portfolio details and daily valuations. Records of all purchases, sales and deposits in your portfolio (except those undertaken on a regular basis) will also be sent to you in writing twice yearly comprehensive statements will be provided which may assist you with your tax returns.