Investments that start with you
When it comes to investments, a cookie-cutter approach just isn’t good enough. Just like our cars or homes, investments have to fit in with our lifestyles and personalities. For example, a cautious investor looking for a steady return on their nest-egg needs a different strategy to someone with plenty of earning potential and willing to take more risks for a big pay-off.
At Fidenti Financial Planning, our investment advice starts with a holistic look at your needs. Once we have this big picture (and financial details), we can make our expert recommendations.
Investments that change with you
Life’s not static, and neither are your investment needs. That’s why we make a point of regularly reviewing our customers’ objectives and their investment strategies. We’re with our investors for the long-haul, continuing to support and advise for as long as they need us.
Research-based, tax-efficient investments
Investment strategies can’t be trusted to hunches — they need to be based on solid research. But for those outside the investment industry, this isn’t easy to carry out. Investors are confronted by dozens of pundits, all giving different advice.
When we give investment advice, you can be sure that it’s backed by our own careful research. Our recommendations are careful, cool-headed and based on the latest investment data. All of our recommendations are tax-efficient, too. Our investment strategies look to maximise your return without any ethical compromise.
What we can help with
We have many years of experience in finding the most suitable solutions for your needs. The investment options we can help with include:
- Unit Trusts
- OEICs (open-ended investment companies)
- Investment Trusts
- Inheritance Tax Planning (IHT)
Get in touch today and get the right investment strategy for you.