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Our Investment Service

Over the years, investments have provided a growth of return that is similar to that of property, and far greater than keeping your money in the bank.

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Knowing how and where to invest however can be daunting.

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At Armstrongs Wealth Planning, we will look to understand your investment goals before looking to recommend a solution that fits your overall aim.

Investments tailored to your Risk profile

Before we can make a recommendation to you, we make sure we take the time to understand your investment beliefs. Our conversations will cover:

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How long you wish to invest for

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Your natural attitude to risk

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Your preference to invest in a sustainable manner

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The financial goals you want to achieve

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From these discussions, we will then research and build an investment strategy that we feel will meet your specific circumstances.

 

As we are Independent Financial Advisers, we are free to utilise a variety of investment strategies and have the opportunity to work with a vast number of investment managers, each with their own management style.

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The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

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Cash Based Investments

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For clients that prefer to keep their savings out of the stock market, we offer a Cash platform that allows you to place your savings across multiple banks all through one simple to use service.

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This service can enhance the interest rates across your savings and by spreading between different banks, can provide a higher level of protection from the Financial Services Compensation Scheme (FSCS)*.

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*Investment:

 

We are covered by the Financial Services Compensation Scheme, which covers a maximum limit of £85,000

 

*Insurance:

 

 We are covered by the Financial Services Compensation Scheme (FSCS), which covers for 90% of a claim, without any upper limit

Lifestyle counseling

Our Four Step Advice Process

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Although our clients need vary from person to person, we adopt a consistent advice process to ensure that we take the time to learn about our clients needs, goals and aspirations. This process has been designed to ensure that our clients get to know us, before they choose to work with us and provides a 'no obligation' introduction to our advisers, providing reassurance and peace of mind to our prospective clients.

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© 2023 by Armstrongs Wealth Planning Ltd

Armstrongs Wealth Planning Ltd is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Armstrongs Wealth Planning Ltd is entered on the FCA register (www.fca.org.uk ) under reference 825146. Registered office:1&2 Mercia Village, Torwood Close, Westwood Business Park, Coventry, West Midlands, England, CV4 8HX. Registered in England & Wales Number: 11618076

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The Financial Ombudsman Service is available to mediate individual complaints that clients

and financial services businesses aren't able to resolve themselves. To contact the Financial

Ombudsman Service please visit: https://www.financial-ombudsman.org.uk/contact-us

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