We are independent financial advisers and so are not tied to any one provider, product or investment house, meaning that the advice we offer is at all times impartial.
The investment vehicles we can advise on include:
- ISAs - Click Here to buy your 2010/11 ISA here before 5th April***
- Unit Trusts
- Investments Trusts
- Onshore and Offshore Investment Bonds
- Hedge Funds
- Commercial Property Syndicates
You may already hold some of the above investments, however, do you really know how they have performed?
It's a sad fact that many investment plans such as pensions, PEPs, ISAs, Unit Trusts & Investment Bonds sold by financial advisers have never been reviewed since the day they were sold.
As a result, many people have been invested in what are now inappropriate plans with high charges, and which have performed poorly for many years.
Many more types of funds are available for existing PEPs, ISAs, Unit Trusts & Investment Bonds, which may better suit your income/growth needs with reduced volatility and risk.
Past performance is not a reliable indicator of future results. The value of investments can fall as well as rise and are not guaranteed. An investor may not get back the original amount invested.
Please contact us for more information or to arrange a free initial meeting.
*** By clicking on this link and/or the image links in the margin, you will be departing from the regulatory site of Hallmark Financial Services Ltd who will not be responsible for the accuracy of the information contained within the linked site. If any products are purchased via the linked site then Hallmark Financial Services Ltd will not be liable or responsible in respect of any transaction as they will not be providing any advice. If you wish to receive advice then please contact us directly on 01277 369 711. Any advice that we provide will be regulated by the Financial Services Authority (FSA). Past performance is not a reliable indicator of future results. The value of investments can fall as well as rise and are not guaranteed. An investor may not get back the original amount invested.