This section of our website provides some useful and practical information on investment planning - the different savings and investment options available; however as with all financial products it's important to choose the right one for you. At Cowley & Miller Independent Financial Services Limited we will be able to help you identify the right saving and investment strategy by understanding your financial situation. Our Financial Advisers will help you understand your current situation by assessing your income, expenditure, financial goals and attitude towards risk and capacity for loss to ensure that you make the most of your savings and investments
Investments - People take out investment products for different reasons some people invest for income, perhaps to supplement their retirement income whilst other people take out investment plans for capital growth or for their grandchildren.
The range of investment products in the market can be very confusing. At Cowley & Miller Independent Financial Services Limited our financial advisers will carry out a full face to face interview with you to discuss your personal and financial investment objectives. We will then carry out comprehensive tailored research on your behalf, before presenting you with your personal investment planning report and investment recommendation. We will then agree your required level of ongoing service you will need from us and complete the necessary paperwork to put your investment planning into effect. Please download our free guide on Investments for further information or complete our on-line enquiry form.