Investments

Regardless of the scope of our advice, our financial planning is all about you, your aspirations and your circumstances. In other words, it's highly personal and so is our service.

The value of investments and the income they produce can fall as well as rise. You may get back less than invested.

A well-balanced investment strategy is one that is safely diversified and does not over depend on the fortunes of one type of investment or one investment company. It also has regard to time, i.e. looking at when access to funds is required. The investor's attitude to risk is key, as each savings and investment portfolio should be unique to the individual. Taxation too is important. Where possible all available tax shelters should be used (such as ISA’s) provided the investment and savings plans suit the investor.

Here at Richmond Hill Financial Ltd, we can advise and arrange on straight forward simple investments and provide;

  • Portfolio Valuations
  • Investment Analysis
  • Performance Analysis
  • Risk Analysis
  • Pension Fund Investment Advice


We have experienced consultants who can advise you on all your investment and savings, be it by way of capital investment or monthly contribution.

 

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Richmond Hill Financial Ltd, registered in England No. 05640805. Registered address. 71 High Street, Great Barford, Bedford, Bedfordshire, MK44 3LF. Registered in England and Wales. Company number 05640805


Richmond Hill Financial Ltd is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited are entered on the FCA register (http://www.fca.org.uk/register/) under reference 440703 and 440718.

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