With an ever increasing range of investment opportunities available, choosing those that best meet your needs can be a complicated and daunting task. So at Charlwood, we see our role as making you aware of all the options you have, explaining the pros and cons of each in a simple, straightforward manner, and then developing the optimum strategy for your own investment portfolio.
Since we're completely independent, we're free to look at investment options right across the market, and can provide informed and impartial advice on a huge range of financial products from ISAs to bank and building society accounts, unit trusts and bonds to national savings and more.
With the widest possible choice and the most coherent, constructive advice, making your investment decisions are much easier; and whatever you finally decide upon, we will have ensured your tax liability is kept to a minimum and the balance of risk and return is truly tailored to your needs.
Of course this is just the start, from here we monitor and manage your underlying investments, helping ensure they meet your objectives whether that be growth or income or a combination of the two.