Wealth Management
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Risk management and financial planning for major decisions and hurdles in life.
Independent and unbiased service offering advanced financial planning and advice.
Fyshe Horton Finney Ltd Wealth Management pride ourselves on offering truly independent and unbiased financial advice to clients from all walks of life regardless of their employment, age, financial background or experience. We offer a free initial consultation to new clients to ascertain their needs, aims and objectives.
We are very proud of the individual attention and the high levels of service that we provide to our many clients and this is reflected in the large number of introductions we receive from them.
Whether your interest in financial planning is on a Personal or Corporate basis, the major financial decisions that you make could have significant consequences for you, your family, your business and your employees. It is therefore important that you seek professional independent financial advice from people you can trust. This is where we can help.
- Personal Financial Planning
- Free Initial Consultation at home or in our offices
- Inheritance Tax Planning
- Taxation and Trusts
- Life, Income Protection and Family Protection
- Savings and Investments, ISAs and Bonds
- Pensions and Retirement Planning
- Group Pensions and Protection
- Partners and Directors Pensions and Protection
In addition to the above Personal and Corporate Services we can offer specialist advice to Members of the NHS Pension Scheme, Doctors and Consultants, Police Officers of all ranks and Teachers.
For employers we are pleased to be able to offer a range of seminars designed to give employees impartial and independent financial advice on all aspects of financial planning. These seminars can be tailor made to suit individual circumstances and will cover topics including:
- Pensions and Pension Options
- Savings and Investments
- State Pensions
- Health Issues
- Leisure Time
- Home and Environment
- Wills and Powers of Attorney
Aimed primarily at those employees nearing retirement, these courses can also be adapted to cover mid- life financial counseling and in some instances are useful for new employees requiring advice on pensions.
We believe in the highest possible level of service and our aim is to establish a solid relationship with our clients based on quality of advice, approachability, empathy, ongoing service and trust.
For any information on, or suitability of, any of the above services please contact our Wealth Management Division on 01463 229210 or Inverness@fyshe.co.uk.
Wealth Management
Independent and unbiased service offering advanced financial planning and advice.
Disclaimer: You should be aware that the price and value of any investments and the income, if any, from them can fluctuate and may fall against your interests. You may get back less than the amount originally invested.
Information on past performance, where given, is not necessarily a guide to future performance. Exchange rate fluctuations may have an adverse effect on the value of financial instruments quoted in a currency other than your agreed settlement currency. The investment and services offered may not be suitable for all investors. Investors with any doubts as to the merits of an investment should seek advice from a suitably qualified professional advisor. You should also be satisfied that the product is suitable for you in the light of your circumstances and financial position.If you are unsure about the suitability of an investment please contact us for advice.
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