Investment Planning

We provide a comprehensive and bespoke financial advice service that analyses your investment options, specifically based on your ambitions and risk profile. We keep up-to-date on the market trends, policies and financial regulations ensuring the latest investment options will be analysed and presented to you.

Excellent service by the Marian, would recommend him to my friends. Everything was clearly explained.

Mr C, Customer, Harlow, Essex

Investment Planning advisers in London and Hertfordshire

Our team is based in our Hertfordshire offices allowing us to provide Investment Planning services across North London, East London, Hertfordshire and Essex.

Investment Planning made simple

To help keep things simple, our team of expert investment planning advisers will visit you in your home or office. There we discuss with you the appropriate investment plans that have the potential to yield the best returns.

We take the hard work of research away from you and come back with a range of investment options based on the latest market information. Once your investment plan has been chosen, we help you with the transfer of funds and support you throughout the process and for the duration of your investment.

This tailored approach ensures that each investment made on your behalf best suits your individual aspirations.

Our Investment Planners

  • Appointed representative of Openwork UK, regulated by the FCA
  • Institute of Financial Planning (IFP) - Certified Financial Planner Certification or Fellowship
  • Highly experienced Investment Planners
  • Qualified
  • Flexible – Can visit you at your home or office
  • Fully DBS Certified

There is a range different investment options we are able to offer advice on including:

Asset-Backed Investments

  • Shares
  • Gilt-edged Securities (Gilts)
  • Friendly Societies
  • Unit Trusts
  • Individual Savings Accounts (ISAs)
  • Investment Trusts
  • Open Ended Investment Companies (OEICs)
  • Investment Bonds

Deposit Based Investments

  • Commercial banks
  • Building Societies
  • Cash ISA

For expert Investment Planning advice contact Thomas Oliver

Complete our quick enquiry form or
call our advisers on
01707 872 000

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