Some investment "challenges" that we regularly help clients with...
- Building a fund for retirement
- Restructuring an investment portfolio to reduce risk, or increase potential performance, or save tax (or all three)
- Saving for school or university fees
- Deciding on what best to do with an inheritance, or the proceeds from the sale of a business
- Saving for grandchildren
- Recommending low risk investments that have the potential to perform better than leaving the money in the bank
- Investing the tax free cash element of a pension to provide an income in retirement
- Reporting on an existing investment and helping the client decide what to do for the best
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Feel free to email us your challenge by clicking here!
Browse the links on the left to get a feel for the type of solutions we have available for clients, or contact us with your questions; our initial review is always free.
Footpath Financial Limited
Helping clients manage their wealth is a
central part of our service.
For some clients we arrange investments for them on their instruction, others clients prefer to rely on us heavily for guidance.
For most of our clients our service involves a partnership in which they challenge us with their objectives, and we work together to tailor a solution.
For some clients we arrange investments for them on their instruction, others clients prefer to rely on us heavily for guidance.
For most of our clients our service involves a partnership in which they challenge us with their objectives, and we work together to tailor a solution.
Footpath Financial Limited is a firm of Independent Financial Advisers who are authorised to advise on and bring about deals in investments. Based in Farnham and Crowthorne we serve the Guildford, Hindhead, Alton, Farnborough and Basingstoke areas. We are Authorised Representatives of the Financial Planning Partnership, who are authorised and regulated by the Financial Services Authority.
