Financial advisor Chesham - Sovereign Financial Services - mortgage Wendover - IFA in Chesham

Investments

If you were to contact us for advice on investments, the first question we would ask is:

"What are you trying to achieve? Do you want to invest for capital growth or income or maybe a combination of both? What is your attitude to investment risk?”

Are you planning to save or invest for:-

greater income in retirement

a special holiday or trip of a lifetime

your child’s education

better returns on your existing investments

Whatever your requirements we are able to offer the right help on unit trusts, OEICs, investment bonds, investment trusts, national savings, capital protected products, deposit based accounts and ISAs.

Coins

Our job is to help you save or invest appropriately to achieve your ambitions.

Tel: 01494 792737
FAX: 01494 791970

EMAIL:
enquiries@sovifa.co.uk

Sovereign Financial Services is authorised and regulated by the Financial Services Authority and is entered on the FSA register (www.fsa.gov.uk) under reference 459766.

The advice and / or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

The unbiased, whole of market advice we give can be paid by fee, commission or a combination of both. The precise amount of the fee will depend upon your circumstances and will be agreed upon by you and your advisor.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The FSA do not regulate some forms of Mortgage or Inheritance Tax Planning.

For advice on any of the above, Contact Us now.


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