I believe face to face financial advice is key to working with private individuals and companies to deliver wealth management solutions. From planning for retirement or protecting and preserving wealth, Bains Financial Planning Ltd offer objective advice and solutions.
- Which Tax Wrapper
- Individual Savings ISA
- Venture Capital Trust
- Enterprise Investment Scheme
- Seeded Enterprise Investment Scheme
We work with professionals to manage your portfolio. A Model Portfolio Service is a discretionary investment managed service provided by experienced investment managers and is appropriate for investments in excess of £50,000. Discretionary Fund Management is more bespoke giving you access to investment managers to discuss investment strategy and portfolio positioning.
Disclaimer: The price of shares and investments and the income derived from them can go down as well as up and investors may not get back the amount they invested. To find out more, click here.