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Investment Planning 


Whatever the investment, planning with a qualified whole-of-market Financial Adviser could make things a whole lot easier.
 
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Your investment needs are in safe hands
We all have certain financial aspirations, but understanding what it will take to turn them into reality can appear difficult and perhaps even daunting.

Through our partnership with Skipton Financial Services (SFS), Market Harborough is able to offer you no-obligation advice and guidance on investing for your future. SFS’s team of Financial Advisers can help you to identify your short, medium and long-term financial needs, before making recommendations suited to your individual circumstances.

SFS is a whole-of-market adviser, which means they are able to research and recommend the most suitable investment solutions from across the entire marketplace.

Providing you confidence to invest

SFS will initially help you to assess your appetite to risk and reward – and then only recommend investments you feel comfortable with. There is also no-obligation to act upon the advice offered, so you have nothing to lose by taking the time to find out whether SFS can help you achieve your goals.

They will never tell you what to choose – that’s your decision – but they will always present you with the most suitable options for your individual needs, and make sure you are as well-informed as possible.

A unique investment offering that keeps you in the picture

Having sought and listened to feedback from its clients, SFS has devised a unique, market-leading investment proposition – Monitored Informed Investing (MII).

For more information on how SFS can help you achieve your investment goals call 01858 412 250ask us to call you or complete our enquiry form.

Many of the products available from SFS are not like building society/bank deposit accounts, as the capital value and any income can rise and fall and your capital is at risk. The tax treatment of any investments depends on your individual circumstances and may be subject to change in the future.
 

Financial advice is provided by Skipton Financial Services Limited (SFS).  SFS is one of the largest, most experienced and trusted financial advisory companies in the UK. You have no obligation to act on any advice given.

Skipton Financial Services will normally receive a fee from the product provider with whom your business is placed. Although you may pay nothing upfront to us, this does not mean our service is free as you will pay us indirectly through the product charges, which will be disclosed separately, in writing, by SFS before you make any decision to invest. These product charges pay for the product providers' own costs and the fee paid to SFS, and can reduce the amount left for investment.

If you are investing through MII, SFS will receive a share of the platform fee from the platform provider. This payment will have no impact on either your investment amount or its performance. If you surrender your investment early you get back less than the amount originally invested

Skipton Financial Services Limited; Registered Office: The Bailey, Harrogate Road, Skipton, North Yorkshire, BD23 1DN.  Registered in England, Number 2061788.  Authorised and regulated by the Financial Services Authority, under registration Number 100013.
 
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