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home Telephone: 016973 52446 | Email: enquiries@davidhopkinsonifa.co.uk
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Investment Planning

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Do you have investments that you don't really understand? Or perhaps you would like a better return from your capital?

 

The world of investments can be difficult to understand but by using jargon-free language we can help you make sound investment decisions.

 

We use a tried and tested method of providing a consistent approach to our investment advice:

 

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First we discuss your current position and your goals for the future. Then, using state-of-the-art technology we will assess which types of investments are suitable for you depending on your attitude to risk. If you have existing investments, we will determine whether these are suitable for you, and whether they are providing good value.

 

You will then be provided with a written report detailing our recommendations before you need to make any decisions.

 

Once you are happy to proceed, the investments will be arranged for you, in your name, and they will be reviewed periodically to ensure they are still meeting your needs and are still of the highest quality.

 

Tax planning (inheritance tax, income tax, and capital gains tax) is included in the advice we offer. This is not regulated by the Financial Services Authority.

 

Quality independent financial advice need not be expensive! Call today to discuss your requirements. An initial appraisal is always without charge or obligation.

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Contact Us
Address:

The Old Vicarage

Newton Arlosh 

Wigton

CA7 5ET

 

Phone:

016973 52446

enquiries@davidhopkinsonifa.co.uk

Address:

104 Holbeck Park

Avenue

Barrow-in-Furness

LA13 0SB

Phone: 01229 870938
nigel@davidhopkinsonifa.co.uk
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