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    A well-balanced investment strategy is one that is safely diversified and does not over depend on the fortunes of one type of investment or one investment company. It also has regard to time, i.e. looking at when access to funds is required. The investor's attitude to risk is key, as each savings and investment portfolio should be unique to the individual. Taxation too is important. Where possible all available tax shelters should be used (such as ISA’s) provided the investment and savings plans suit the investor.

    We can advise and arrange on straight forward simple investments and provide;

    • Portfolio Valuations
    • Investment Analysis
    • Performance Analysis
    • Risk Analysis
    • Pension Fund Investment Advice

    We have experienced consultants who can advise you on all your investment and savings, be it by way of capital investment or monthly contribution.


    YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE.

    There may be a fee for Mortgage Advice. The precise amount will depend upon your circumstances but we estimate that it will be £295.00.

    The Financial Conduct Authority does not regulate some forms of Mortgages.

    Great British Finance Ltd is authorised and regulated by The Financial Conduct Authority.  Great British Finance Ltd is entered on the FCA register (http://www.fca.org.uk/register/) under reference 431032. Registered in England No: 03171349.

    Great British Finance, Registered Office: 81 Burton Road, Derby, DE1 1TJ. Trading Address: 19 High Street, Swadlincote, Derbyshire, DE11 8JE.

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