Investments
There are many reasons for investing. For retirement, school fees, an emergency fund, a wedding, a child's first car or even a deposit for a first mortgage.
Whatever the reason you will be assailed by adverts suggesting that this, that or the other is the best plan or account.
Much depends on what you are trying to achieve, the time-scale involved, the risk you are prepared to accept and whether we are talking about a lump sum or a regular savings scheme.
Our task is to design a plan which meets your precise requirements and includes as much tax-efficiency as possible.
We are able to work on a fee or a commission basis and this can be decided by agreement.
We continually monitor client investments and will make contact if we feel that adjustments should be made.
As mentioned on the other pages, only an independent financial adviser (IFA) can achieve this in a meaningful fashion.
Highclere Financial Services are independent financial advisers (IFA) and are authorised by the Financial Services Authority (FSA no. 148208)
We are independent of any insurance company or mortgage provider which means we work on your behalf providing an unbiased advice and, where appropriate, searching for the best value products available.
Highclere Financial Services was established in 1991 and has earned a reputation for high quality advice with an emphasis on life assurance and health insurance protection as well as mortgage advice.
Prior to forming Highclere Financial Services Senior Partner Alan Lakey worked for thirteen years within other advisory firms and insurance companies