Online Investments

Call us Free on 0800 980 8616

With a lot of providers we can submit your investments online using a Wrap Platform.  Wraps can save you money as most of them have negotiated volume discounts which often results in cheaper Annual Management Fees.  You can also value your portfolio easily as it is deal with all your investments and pensions in one place.  This can you save you time, money and administration.

With these online services you can often compare performance with other funds to see how you portfolio is performing. 

We have a wealth of investments tools which we use to design the perfect portfolio to match your needs.
First we will evaluate you risk profile to ensure that they type of investments which we recommend accurately represent the risk that you are prepared to take.  This might be over a short medium or long term and is designed with your goals in mind.  In this way we can create a portfolio to suit everyone.

If you have existing investments for which you need advice Giles Warren Financial Ltd can analyse your current portfolio and accurately evaluate the funds or other investments in which you are invested.

Wealth Management System
For some of our clients who have more complicated affairs and would like detailed Cash Flow analysis we provide a bespoke service with detailed reporting so that they can accurately analyse various areas of their lives such as:

• Retirement Planning
• Educational Funding
• Immediate Cash Needs
• Survivor Income Needs
• Family Income Needs on Disablement

These reports are extremely detailed and will analyse these areas for you.  For these reports we charge up front fees and retainers to ensure that you are financial needs are reviewed on an annual basis.

To find out more please make an enquiry and an adviser will call you back.