Illingworths Financial Services team is committed to helping its clients exceed their financial goals by providing professional, no nonsense investment & wealth management advice.
As we travel through our life journey our financial needs and the need to invest changes. We understand this and will help you tailor your investments to ensure you have the financial security you need and access to your savings when you need them.
Our Advisors are constantly updating their knowledge, researching and reviewing investments to ensure our solutions continue to meet our clients needs.
Saving or Investing is an effective way to create wealth by making your money work harder to achieve your financial goals sooner. Our investment planning strategies include ISAs, Unit Trusts and Investment Bonds.
We provide an Investment Review Service to ensure that our clients are getting the best possible returns for the level of risk that they are willing to take.
There is a huge difference in the performance of funds, even within the same sectors. We have expert analysis systems that we use to help us establish whether your existing portfolio is suitable to your attitude to risk. This is in addition to us providing you with our opinion on the charges and performance of these investments.
We charge a fee for financial advice. Our fees are in the Financial Services Client Agreement and Financial Services Keyfacts documents for which there is a link at the bottom of the page. To discuss your individual requirements or what fees will apply to your personal circumstances, please contact us.
Please contact us to arrange an Independent Investment Review. An initial consultation is free and without obligation.
