Capital investment

Investing money, particularly in the current economic climate, can be a challenging decision.

Our investment advice process ensures that every investment decision you make is suitable to meet your wider financial objectives.

As a firm of fee-based Chartered Financial Planners, there are no incentives for us to recommend commission paying financial products, such as the structured products often promoted by banks.  If cash is the most suitable home for your money, we will recommend it remains in cash.  

We know that we can add greatest value to your investment decisions by helping you to invest in line with an agreed asset allocation model.  Our fund selection process adds additional value to your portfolio decisions by selecting appropriate collective investment funds to meet these asset allocation requirements.

Most importantly we offer investment advice in plain English.  We are not here to blind you with science or use complicated jargon when making our recommendations.

Whether you are a first-time investor or have plenty of experience, our logical approach to making and reviewing investment decisions will appeal to you.  We work with clients who have cash to invest for the purpose of tax-efficient capital growth, income or a combination of the two.

By establishing reasonable expectations and reviewing progress with you on a regular basis, we take the anxiety out of investing.  

We offer a free initial consultation to discuss your financial objectives. After this first meeting we will draw up a detailed proposal for the provision of advice, implementation and review services.

To arrange your free initial consultation simply call us today on 01483 274566 or email hello@icl-ifa.co.uk.

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