Pensions & Investments

 

When it comes to managing your Investments, Mortgages, Pensions, and Protection options, many people choose to work with a professional. Everyone can benefit from working with a professional. But especially if it is a more specialist area. By choosing to work with a financial consultant, we can ensure that you receive quality advice that is suited to your needs and objectives in order for you to obtain your goals. You will be able to have access to a wider range of services and options that may not be available to you as an individual. Most investment portfolios need continual care and attention which can be an onerous and daunting task for the untrained eye. Choosing the most appropriate investments for your personal circumstances is crucial to maximising your financial gain.

A professional consultant will check in with you regularly and monitor your investments, objectives and aims, and help keep your financial plans on track. Take a look at our services to see how we can help you.

Venture Capital Trusts (VCTs) are higher risk investments which are aimed at sophisticated and wealthy investors who can afford to take a long-term view.

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.

Our Advisors who specialise in this area

Bob Green

Financial Planning Consultant

Areas of Specialties

Investment, Mortgages, Pensions & Protection

Charles Stanmore The David Hewson Practice Ltd

Charles Stanmore

Financial Planning Consultant

Areas of Specialties

 Protection, Investment & Pensions

David Hewson

Director & Financial Consultant

Areas of Specialties

Inheritance Tax & Estate Planning, Investments, Specialist Investments, Mortgages, Pensions & Protection

Edward Marston

Financial Planning Consultant

Areas of Specialties

Investment, Specialist Investments, Mortgages, Pensions & Protection

Jo Langham

Jo Langham

Financial Planning Consultant

Areas of Specialties

Mortgages & Protection, Investment & Pensions

Kal Uppal, Financial Consultant

Kal Uppal

Financial Planning Consultant

Areas of Specialties

Investment, Mortgages, Pensions & Protection

Martin South

Martyn South

Financial Planning Consultant

Areas of Specialties

Mortgages & Protection, Investment & Pensions

Mike Ball

Mike Ball

Financial Planning Consultant

Areas of Specialties

Investment, Mortgages, Pensions & Protection

Tony Langton

Tony Langton

Financial Planning Consultant

Areas of Specialties

Investment, Pensions & Protection

Contact us

General Enquiries

Alternatively, contact the specific consultants directly or our main office on 01362 869199. If you wish to contact us by post, please use our head office address;

Woodwells, 52 Elmham
Road,
Beetley, Dereham, Norfolk NR20 4BW

If you have any questions or wish to talk through anything that you are interested in, please feel free to contact us using the form below.

The internet is not a secure medium and the privacy of your data cannot be guaranteed.

52 Elmham Road, Beetley, Dereham NR204BW

Visitors by Appointment only

01362 869 199

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