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Address

2nd Floor
9 Broad Street
Worcester
WR1 3LH

Telephone: 0845 839 1215

Fax: 01905 611108

Email: mortgages@fp-consulting.co.uk

 

 

INVESTMENT/PORTFOLIO PLANNING

Today there are a bewildering range of savings and investment vehicles and options available to the investor. Building an investment portfolio must take into account tax opportunities and implications, attitude to risk and reward and balancing it to the need for income, growth or both.

Following a detailed personal review of your current financial position, aspirations and objectives, we will assess all of the above factors with you before making recommendations for your asset portfolio.

Wealth creation and management is an ongoing process and we will look to meet regularly to ensure the best chance of your objectives being met.

 

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F P Consulting Ltd is authorised and regulated by the Financial Services Authority (FSA). The FSA does not regulate some forms of Mortgage, Inhertance Tax Planning, Credit Cards, Personal Loans, Deposit Accounts & Insurance U K Only The availability and promotion of some of the products within this website may be restricted by law in certain jurisdictions. This website does not constitute an offer or solicitation to anyone in any such jurisdiction, or to any person to whom it is unlawful in any other way to make such an offer or solicitation.

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