skip to main contentIndependent Options
Home Financial Adviser About Us Services Contact Us Information Library Important Information
Wealth Management
Pre Retirement
In Retirement
Family Protection
Estate Planning
Divorce
Business Protection
Employee Benefits
Long Term Care
Wrap Accounts


Head Office: 6c
Littlehampton Road
Worthing
West Sussex
BN13 1QE

Tel: 01903 527000
Fax: 01903 264499

Wealth Management


Savings require effective management. Choices need to be made between income and/or growth. What returns and guarantees are expected? What is the clients risk/reward profile? The answers will determine the most suitable investment strategy and asset allocation.

planningFinancial furniture generally available:

Pensions
ISA’s
PEP’s (advice on existing)
Investment Bonds
Unit Trusts/OEICS
Deposit accounts (Bank and Building Society accounts)
National Savings
Offshore Investment
Enterprise Investment Scheme
Venture Capital Trusts

 


Independent Options is a trading style of @Options Ltd, which is authorised and regulated by the Financial Services Authority. @Options Ltd is entered on the FSA register (www.fsa.gov.uk/register) under reference 440552.