Theresa Clements DipFA MLIBF: Managing Director.
Thank you in advance for taking time to read through our website.
I work closely with a number of clients with a view to adding meaningful value and assist in achieving their financial goals, be it securing a comfortable retirement income, the accumulation and growth of investment assets or inter-generational wealth transfer.
I am passionate about both financial markets and building long term client relationships –my personal ethos could be summarised: “look after your clients and they will look after you”.
From my many years of experience in retail financial services, I can offer pragmatic advice and support in a number of areas as I have a thorough appreciation of the following:
• Adding value and expertise to my clients
• Managing clients’ expectations in the context of their investment objectives
• Ensuring that client portfolios remain in line with their attitude to risk
All client enquiries are welcome, I will respond immediately to assist you achieve financial objectives.
Services
Private Clients
As a new private client, we offer an initial free complementary meeting is to discuss your future plans and any immediate concerns you have.
All information will be treated in the strictest of confidence and will help us understand your current position and future goals. We then work with you to develop an individual financial strategy for the future.
Investments
If you’re looking to invest for the future then we can help put together a portfolio that meets your objectives and your attitude to risk.
Whether you like to take risks with the aim to generate higher returns, or you need the comfort of guaranteed returns, we can recommend a tailored solution for your individual investment needs.
Quality Retirement
We may not all want to retire to a villa in Spain. Most of us want to simply enjoy the things we never had the time to do in our working life.
Simply put, retirement should be a time to enjoy ourselves, but how can you be sure you will have sufficient income to do just that?
Corporate Services
Businesses require specialist financial advice.
This needs to be planned with individual objectives in mind. We work in conjunction with other professional services including accountants and solicitors to deliver a complete solution.