Investment Advice & Management

Whether you’re investing for your own future and security, or on behalf of a business, you want to be able to relax in the knowledge that you’ve made the right choices. At Howard Financial Services, we can help you to get the most out of your investment by providing independent and impartial advice that’s informed, up to date and incorporates cutting edge technology.

We offer a bespoke investment management service, taking into account your investment objectives and attitude to investment risk, aiming to maximise the growth potential of your investment funds over the required time period.

Our Independent Financial Adviser works from a core list of collective funds that has been complied by our research team from the thousands that are available in the retail space, this ensures your money is invested in the best possible place using some of the worlds leading fund managers.

No one fund manager or company can be an expert in every field, which is why we select specific fund managers for each part of the investment portfolio, then keep them under constant review to ensure they continue to deliver on their stated objectives.

We also aim to protect your money by constructing a portfolio, which invests into a broad range of asset classes, which have a low correlation with each other in order to reduce the overall volatility of your investment such as Fixed Interest Securities, Property and Equities.

Investment can seem like a minefield of complexity at times, but by appointing us to locate the best opportunities for you, it becomes much simpler.

Ongoing Investment Advice

At Howard Financial Services Ltd we not only provide you with the right advice initially, but also provide you with ongoing advice over the medium or long term to ensure your investments remain relevant to your set objectives and attitude to investment risk. We keep a close watch on current trends and pitfalls in the market, to ensure that the advice we give is always relevant and market driven.

Our three service propositions are designed for varying levels of investment. Our Gold service provides an unrivalled and continuous wealth management service for clients who wish to invest a substantial amount, or whose financial affairs are more complex. Our Silver service provides you with ongoing financial planning that includes a portfolio management service, pensions advice and tax planning. This is suitable for smaller investors

Our Bronze service provides a one-off service for clients who require specific advice but do not require any ongoing service, reviews or support.

Howard Financial Services is an entirely independent financial advisory service, and we are authorised and regulated by the Financial Conduct Authority (FCA). To find out more about our investment advice and other services, please don’t hesitate to contact us.

Please call us on 01392 214444 if you wish to discuss
Investment Advice & Management.

Feel free to contact us to discuss your financial requirements.

T: 01392 214444

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