Selecting the right financial adviser to look after your investments is one of the most important financial decisions you'll ever make. At Paul Hipkiss Independent Financial Advisers our focus is on your individual needs and plans for the future. We'll take the time to work with you to, one to one, to arrange plans and investments that are specific to you and your requirements.
We'll arrange to meet up with you as often as you require to review your plans and the arrangements we make for you, to take account of changes in the economy, financial markets, and your own changes in life. We will only recommend a product to you after a proper assessment of your circumstances. Then we will help you by choosing the most suitable plan from all those on offer (not just those from a single company).
We'll arrange to meet up with you as often as you require to review your plans and the arrangements we make for you, to take account of changes in the economy, financial markets, and your own changes in life. We will only recommend a product to you after a proper assessment of your circumstances. Then we will help you by choosing the most suitable plan from all those on offer (not just those from a single company).
Services
The investments that we recommend are specific to you - investments are selected on an individual basis and you are not part of "suits everyone" investment process. You never become "an account number" and always meet with the same person when receiving advice. We review your own circumstances to make sure that your investments are still the most suitable.
With so many different investment opportunities to consider, taking Independent Financial Advice has never been more important. A few minutes spent discussing your requirements with us can set you on the right road, and of course we are available to review your investments in the years ahead in case changes need to be made.
With the strength and depth of expertise we have, we're able to advise on an extensive range of different types of investment. This means we can help you make the most appropriate choices to suit your personal circumstances. A collective investment is where lots of people to pool their money into a fund, which is then invested in one or more types of asset by a fund manager.
Reaching retirement, or planning ahead for when the day will arrive, means having to make important decisions. Greater life expectancy (a man retiring at 65 can expect to live another 18 years on average, and a woman 21 years) has opened up new challenges when planning for retirement. We can help you get the most out of your pension plan by finding the best terms from across the marketplace.
Our core business, and perhaps the service most appreciated by clients, is the regular review service that we offer. With changes in the economy, investment markets, and your own circumstances, a regular review of investments is absolutely vital to ensure that investments remain "on target".
So often we receive enquiries from new clients who have built up portfolios over many years and now have no clear idea about whether they should be taking any action on changes.Many "flavour of the month" investments have been hanging around for years doing very little and with no help or advice being received from the bank or building society who sold them.
So often we receive enquiries from new clients who have built up portfolios over many years and now have no clear idea about whether they should be taking any action on changes.Many "flavour of the month" investments have been hanging around for years doing very little and with no help or advice being received from the bank or building society who sold them.
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