Tailored to Your Needs: Simple or Sophisticated
Investment planning doesn’t have to be complicated. At P J McIlroy & Son, we offer an investment service that can be as simple or as sophisticated as you need, depending on your goals and preferences.
Our Investment Service
Our approach is straightforward: we meet with you to understand your financial goals, evaluate your current situation, and thoroughly research the most suitable options available. After this, we present our recommendations and take the time to answer any questions you may have.
If you decide to proceed, we handle all the necessary arrangements to purchase the investments and establish a regular review process. These reviews allow us to monitor and, if needed, rebalance your portfolio to ensure it continues to align with your evolving needs and circumstances.
What We Offer
We provide independent financial advice across a range of investment services, including:
- Regular Savings: Saving towards a specific goal or building a steady investment plan over time.
- Lump-Sum Investments: Investing a one-time sum in a tax-efficient manner.
- Portfolio Rebalancing: Restructuring an existing portfolio to ensure it remains in line with your objectives.
Our team will help you design a personalised portfolio with an asset allocation strategy that reflects your comfort level, whether you are focused on income, growth, or preparing for retirement. We continuously review and adjust your investments to suit your changing goals.
Expertise You Can Trust
We regularly monitor leading fund managers and analyse market trends to stay informed of key opportunities. Through the platforms we use, you’ll have access to a wide range of investment funds at competitive costs. Plus, you can easily view your portfolio whenever you want through your secure, password-protected client link.
We also offer specialised services for more complex needs, such as:
- Court of Protection Work: Expertise in managing investments under Power of Attorney.
- Trustee Investment and Reviews: Helping trustees manage and review their investments.
- Personal Injury Settlements: Advising on investments and trusts for settlement proceeds.
- Elderly Client Portfolio Management: Working closely with appointed representatives to manage portfolios for elderly clients.
- Collaboration with Professional Representatives: We liaise with solicitors, accountants, and other professionals to provide a coordinated approach to your financial planning.
A Personal and Professional Service
We pride ourselves on delivering a service that’s both professional and personal. Our goal is to add real value to your financial journey, helping you achieve your investment goals with peace of mind.
Contact Us
To learn more about how we can help you with investment planning, call us at 02820762353 or email us at ifa@pjmcilroy.co.uk.
Regulatory Information
P J McIlroy & Son, Insurance & Investment, is authorised and regulated by the Financial Conduct Authority. Our Firm Reference Number is 136095. You can check this on the Financial Services Register at www.fca.org.uk or by calling the FCA at 08456061234.
