Strategic Financial Portfolios

Strategic Financial Portfolios offer independent financial advice to individuals and businesses specifically designed around their individual circumstances. We will help you to review your existing financial situation and reach a representative assessment of your likely needs. For this, you will need to put aside some time to talk to us - the first half hour consultation is free.

My experience with Strategic Financial Portfolios has been excellent throughout. I have consistently found the advice and help given to me to be of the highest quality and clarity, and has always been delivered in a friendly, personal manner. My questions have always been answered thoroughly and clearly.

We offer a diverse range of wealth management products. The right combination of investments can be different for each client, being reliant on their needs, goals and attitude to risk. We are there to help you construct a portfolio that will help you achieve your goals. The right investments can assist you in growing your wealth and protecting it against inflation.

Once you reach the stage where you're considering your retirement income, expert financial advice becomes even more important. Many of the choices you make at this time will affect your lifestyle so you need to make sure they're right.

Pensions can be also used as a very effective form of tax planning; reducing your immediate income tax liabilities, achieving tax free growth, providing a tax-free lump sum in the future and potential to pass on their value to the next generation (and beyond) without any inheritance tax being payable.It's essential that you review your pension situation regularly.

Our investment strategy is based on understanding your needs and providing flexible investment options to help you to meet your financial goals. Investing can offer you a good opportunity of growing your money over the longer term. A long-term approach to investing is generally accepted as being likely to provide the most benefit.