40 Berners Street Fax 020 7907 4525
London W1T 3NA info@inspiredadvice.co.uk
Copyright © Inspired Advice Limited Registered office 12 Old Bond Street, Mayfair, London W1S 4PW Registered in England and Wales No 06164688
Inspired Advice Limited is an appointed representative of 2020 Financial Services Ltd which is authorised and regulated by the Financial Services Authority
At Inspired Advice we can help with all areas of saving & investing. We would take into account your overall financial situation before recommending a specific type of investment. This would include your objectives, your attitude to risk and your tax position.
These are some of the areas we can advise on:
Cash ISAs
Stocks & shares ISAs
Unit trusts and investment trusts
Friendly society savings plans
Investment bonds (both onshore and offshore)
I all cases we would wish to discuss your attitude to investment risk and we can use simple questionnaires to help establish your risk tolerance. This can help in the selection of the right type of investment vehicle and the asset mix you should invest in.
We can also review any existing investments for you and comment on their ongoing suitability in terms of fund selection and charges.
You might be interested in reading this piece on investor behaviour.
Please call us on 020 7907 4520 or use our contact form for further information.