As Independent Financial Advisors, Kirk Rice are able to advise on the full range of savings & investment products. This includes National Savings Products such as Premium Bonds as well as Individual Savings Accounts (ISA’s), Investment Bonds, Off Shore Investments and Collectives such as Unit Trusts to name a few. A portfolio of products and funds can be built to provide a regular income and/or to accumulate growth and ultimately provide financial independence.
Our Investment services will involve an assessment of your attitude to risk, a review of your existing arrangements and take due consideration to your tax status and when funds will be required. This could be for a specific purpose such as School Fees Planning, saving for a future house move or non specific ‘rainy day’ savings.
For more information regarding our Investments services please Contact us or telephone our Financial Services team on 01344 875000.
Kirk Rice LLP is authorised and regulated by the Financial Services Authority (www.fsa.gov.uk/register/home.do). FSA Registration No: 531538