Tel 01522 589000
I start by documenting your goals and then compare them to your current portfolio. I use proven investment strategies designed to meet your risk tolerance and stand up against market volatility. You can count on unbiased recommendations and impartial guidance based directly on your needs and goals. I'm an Independent Financial Adviser with over 25 years experience, and as such can offer you unbiased financial advice from the whole market place. Based in Lincoln we are able to provide consultations in the comfort of your home or place of work. The majority of our clients reside throughout Lincolnshire and Nottinghamshire.
Choice Independent Financial Services Ltd is authorised and regulated by the Financial Conduct Authority. FCA Ref 512486
The first question we would ask you is "what are you trying to achieve?". Do you require investment advice for Growth or Income or maybe a combination of both.
If you are investing for:
Whatever your requirements we are able to offer the right help on various types of investments.
As an Adviser our job is to help you achieve your ambitions. Your attitude to risk is important, as is your need for income or capital growth.
You may be:
The fact is that most people retire on less income than they would like. It is vitally important to obtain the right retirement financial planning advice as early as possible. If you are approaching retirement, you may be considering your retirement options and how to invest for your retirement.
Some of the key factors to consider when saving for retirement are:
Irrespective of your career stage, or existing arrangements, we can provide comprehensive pensions advice.
Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.
Tel 01522 589000
Monday - Friday: 9am - 5pm
Copyright © 2019 Choice Independent Financial Services Ltd - All Rights Reserved. The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. Choice Independent Financial Services Ltd: Registered in England and Wales No;05760308. Registered office Cambridge House, 5 Cambridge Avenue, Lincoln, UK, LN1 1LS. If you wish to register a complaint, please write to or telephone Choice Independent Financial Services. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567.”
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