Your investments matter, so it's right you seek personal and uncomplicated advice from an independent professional. Tim J. Pollitt & Co IFA have provided exactly that to discerning clients for more than 25 years. We have a proven track record in adding significant value to our clients. This is achieved by understanding their individual financial personality and creating individual investment management plans to suit.
We insist on getting a complete picture of your needs, because we appreciate there's more to investments than money. Only then do we give clear options to help clients make fully informed decisions about financial investments.
We insist on getting a complete picture of your needs, because we appreciate there's more to investments than money. Only then do we give clear options to help clients make fully informed decisions about financial investments.
Services
Some clients come to us with a reasonable idea about their investment planning but are not sure how to maximise the value. Others are happy to be guided through the whole process. Whatever type of person you are, we'll chart the right course for your financial plans. We'll meet or talk over the phone (no obligation, no charge) to describe our services and explain our process and fee structure.
Independent and unrestricted investment and financial advice comes in many forms. From a capital gain plan to pension planning and long term care; business protection to capital preservation, we build the right portfolio of options for you. When you commit, we watch the markets, maximising the returns and minimising the risks.
If you are new to financial planning then the first stage is an initial discussion. We simply need to see if we're right for each other and discuss your main requirements without obligation. Then we can arrange an initial meeting, come and see you, and take everything from there. If you want to review your plans with us or discuss any changes in your personal circumstances, we're delighted to help.
A platform is a investment management service that provides access to a choice of tax wrappers through which you can invest in a range of assets. It allows Tim J. Pollitt & Co IFA to manage your investments efficiently. Provides an efficient way to buy and sell a wide range of assets. Consolidates reporting with a single statement twice a year and a single tax voucher, simplifying your tax return collation.
There's more to investment than money. The numbers are of course important, but our recommendations meet more than purely financial needs. Plenty of companies will sell you a mass-market product. Tim J. Pollitt & Co IFA has a more discerning approach and seeks to build lasting relationships which offer lasting value to the client.
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