Our experience has shown us that financial advice is all about peace of mind. Thus ensuring that you have sufficient money at given stages in your life. For example, one of the key concerns clients have is will I run out of money in retirement? Therefore, to ensure that you can meet all your financial objectives it is imperative that you invest your money wisely.
We do this by listening, discussing, understanding what you want to achieve and taking into account your concerns. We look at the risk you are willing/unwilling to take and also review your tax situation. Once we have a clear picture of your circumstances we can make our recommendations and produce a detailed report on the best way forward to ensure your future financial security.
We do this by listening, discussing, understanding what you want to achieve and taking into account your concerns. We look at the risk you are willing/unwilling to take and also review your tax situation. Once we have a clear picture of your circumstances we can make our recommendations and produce a detailed report on the best way forward to ensure your future financial security.
Services
Located to the East of Ipswich and covering all of Suffolk and North Essex, we serve individuals and families who want their wealth to survive for future generations. At Langham Associates we are proud of the investment performance that we are achieving for our clients. Our portfolios are constructed with different risk levels ranging from a low risk to a high risk approach.
If you have a confident and friendly attitude to customer contact and want to work in a small, relaxed team we have your perfect role. A background in either a Call Centre, or Phone based role would be ideal and a working knowledge of Windows 10 and Microsoft Products. The role consists of promoting our Independent Financial Advice and Will Writing service to business and consumers including our existing customers.
The reason people seek financial advice is for many different reasons but ultimately it is because they need help from an expert. Due to the complexities of the financial arena expert advice is often needed. Authorised Financial Advisers adhere to strict rules from the Financial Conduct Authority. We have outlined below what a typical financial adviser adds to a clients investment returns along with a summary of our own advice charges.
Reviews
Be the first to review Langham Associates.
Write a Review