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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.

Knowing how and where to invest however can be daunting.

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

A man pointing at his laptop screen

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

How long you wish to invest for

Your natural attitude to risk

Your preference to invest in a sustainable manner

The financial goals you want to achieve

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.

Cash Based Investments

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.

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).

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.

Mr R, Hinckley

"Stewart has a great depth of knowledge and experience. He listened to my requirements at length before providing several options for consideration."

Mr H, North Wales

"When the time came to take stock of all of my fragmented pensions, Stewart came highly recommended. Through his endeavors all was gathered in and healthy profits maintained. This was assured via his trustworthy advice, clear communication, personal service and support. He has integrity and works with (us) the client in partnership. So without any hesitation I can recommend Stewart to you; the 'stalwart' of Pensions."

Mr R, Leicester

"Stewart combined a number of private pensions into a single pension pot, that has provided a far better return. He also offered some very helpful unbiased help with my company pension. This has also helped to clarify my retirement plan. This process was achieved in a short period of time by Stewart & his team.
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