Independant Financial Advisers in Medway & Kent
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Investment Options Explained

Apollo Pension & Investment Advisers | Medway, Kent
Investment Options Explained - Medway, Kent

Comprehensive Financial Planning

Apollo Pension & Investment Advisers provides a comprehensive financial planning service to its clients relating to their investment options. Whether you have an existing portfolio of investments that you would like to us to review, or you are looking to invest for the first time, our knowledge and expertise in the field of investment advice allows us to establish your financial objectives, and make positive recommendations that provide solid financial solutions.

Planning Your Investments

We can help you establish your financial objectives and goals. We will consider your circumstances and investment preferences. You may require advice for a short term investment to cover the cost of next years holiday, or you may be looking to plan for your retirement? You may wish for your investments to provide you with a regular income or capital growth? All of these factors and considerations are a just a select few that our advisers will review and factor in when advising you on appropriate investment planning solutions.

We take great care and pride ourselves on structuring and reviewing your investments to ensure they suit your needs. Our Advisers will review your existing investments and produce detailed and clear financial reports that explain the types of funds you hold how these funds have performed for you over a set period of time. If your financial plans have changed we can implement a strategy and advise you on which funds are appropriate for your new goals. We will advise and recommend suitable investment choices and strong performing funds from reputable providers using bespoke in house fund research systems.

Investment Options

Here is a range of the investments that provide sound financial solutions to our clients:

  • Individual Savings Accounts (ISA)
  • Investment Bonds
  • Unit Trusts/ Investment Trusts
  • Ethical, Environmentally responsible investments
  • Open Ended Investment Companies (OEICs)
  • Offshore Investments
  • Investment Platforms and Fund Supermarkets

See next page Investment Products Explained for more information on some of the above.

Phone

01634 327300

Email

You can email us us at:
enquiries@apolloifa.co.uk
Or use the contact form below:

© Apollo Pension & Investment Advisers are Chartered Financial Planners based in Medway, Kent