We at Scorpio Financial Services have one aim only. How our clients can get more growth from their investments without taking unnecessary high level of risk.
Our services will help if:
- You are thinking of investing new funds.
- You are already holding any of the following investments:
- Unit Trust or Open Ended Investment Companies (OEICs) funds
- Investment Trust
- Stocks and Shares ISA
- Personal Pension – With Profits or Unit Linked – active or frozen
- With Profits or Unit Linked Bonds
- Endowment Mortgage
For more information on "Damaged Pensions" click here
Improve your Investing style
Old Investment theory
The days when a balanced managed fund could be used as an automatic default for general investment or pension – an automatic solution to the ‘average’ client’s risk profile and objectives – are long gone.
The Modern Investment Technology and Theory
The modern investment theory is to bring most investments under one roof.
Once implemented you can view and monitor your investment on a 24/7 basis and rebalance as and when required.
There is a wide range of product wrappers and investments that can be accommodated.
You also receive comprehensive annual statements for capital gains tax calculations and HMRC tax submission purpose.
All charges are transparent and investments always remain in the clients' name.
Free initial consultation without any obligation.
Polite Note
We are only able to accept clients in a 25 miles radius of Cardiff.