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Investment Advice
Investment Advice
Griffins Financial Solutions can help you build and manage a portfolio of unit & investment trusts, ISAs & PEPs, UK and offshore bonds, and pension fund investments. Griffins Financial Solutions will tailor make a solution that fits you. Your objectives, risk profile and tax position will guide our advice on asset allocation and fund choice.
Investment Management is a process:
- Your current portfolio is reviewed to achieve what you want
- Your investments are (re)structured to meet your needs – income, growth or absolute return
- New portfolio constructed for new investments
- Your portfolio is monitored, reviewed, and regularly reported on and fine-tuned
- Your risk profile is assessed, with advice on an appropriate asset allocation
- Optimum tax-efficiency and flexibility
Our advice covers pension funds and trustee investments, as well as private portfolios. All investment clients receive a regular valuation and fund performance analysis, as well as our own in-house investment commentary.
Remember, investment is not just about the stock market – careful asset allocation can help reduce or even counter the negative effects of stock market volatility.
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Griffins Financial Solutions Limited is authorised and regulated by The Financial Services Authority. Griffins Financial Solutions Limited is entered on the FSA register under reference: 118099.
The advice and/or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at customers based in the UK.