65 Waterloo Road
FSC Investment Services Limited prides itself on providing bespoke financial advice to all our clients. By selecting to be independent we have access to the full range of products available from the whole financial services market allowing us to tailor our recommendations according ti individual circumstances and financial aspirations. ...
Financial Services Authority Financial Ombudsman Service
Tax Planning*, Investment Portfolio Management, Pension Planning,ISA and Unit Trust, Investment Bonds, Off Shore Investments, Wills*, Life Insurance, Critical Illness and PHI, Inheritance Tax Planning** Capital Gains Tax Planning**, * These Services are not regulated by the Financial Services Authority. ** Not all of these services are regulated by the Financial Services Authority.
Independent Financial Planning and
Wealth Management established in 1996 and based in the City of Wolverhampton and
London, we are able to offer Nationwide coverage throughout the United Kingdom.
We provide advice in all areas of Financial Service
This is our opportunity to get to know each other better. We will ask you questions about your
problems, your aspirations and hopefully remove any anxiety you may have about using a
financial adviser, this will also explain how we are remunerated, whether it is commission, fees,
or a combination of both.
Once we know what you are looking for, we will search the whole of the financial market for the most suitable products, funds or tax planning tools to fulfil our obligation to give you the best
advice we possibly can.
At this meeting we will provide you with our findings and recommendations. We will explain in
simple plain English what the plans are, how much they cost, and what we can do to help you
achieve your financial aspirations.
Once you have fully understood and accepted our recommendations we will provide you with
personalised key features documents, product brochures and research information which
endorses our recommendations.
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