Investment planning

 

The Investment Service we offer

We will try to keep this as simple or sophisticated as you wish.  The basic concept is, we will meet with you, listen to what your goals are, analyse your current financial position and after researching all possible options, present you with our recommendations and answer any queries or questions you might have.

If you proceed, we will make all the arrangements to purchase the respective investments and going forward put in place a regular meeting where we will review and/or rebalance your investment selections to match your circumstances at that time. 

We offer independent financial advice and planning for

  • Regular savings or saving towards a specific goal
  • Investing a lump sum in the most tax efficient way
  • Restructuring and rebalancing an existing portfolio.

We can help you select and design a portfolio with the asset allocation you feel comfortable with and regularly review these selections to match your changing needs and objectives (e.g. income, growth, retirement)

We regularly monitor the leading fund managers, their thoughts and opinions on market movements and, via the platforms we use, have access to their investment funds at competitive costs. You can also view your investment portfolio whenever you want via your own password encripted client link.

  • Our professional expertise runs to Court of Protection work, dealing with Power of Attorney.
  • Trustee Investment and reviews,
  • Personal Injury settlement Investment and Trust advice.
  • Managing elderly clients investment portfolios in conjunction with their appointed representatives,
  • Liaising with clients professional representatives Solicitors, Accountants etc.

We believe we are good at what we do, we work hard to give a professional but personal service, which will add real value.

P J McIlroy & Son, Insurance & Investment is authorised and regulated by the Financial Conduct Authority.