Investments

 

Magnum Financial has a wealth of knowledge when it comes to investments. We offer different levels of service depending on your needs.

Our services are built around comprehensive financial planning and investment principles. By exploring your goals and objectives we can tailor a financial strategy specific to your needs.

Our financial planning process is broken into a series of stages which focus on ensuring your life aspirations and the investment of your money are carefully aligned.

Having completed a detailed review of your current position and arrangements, we will provide you with specific recommendations and explain the benefits and risks associated with the approach we have suggested.

If you are happy with our recommendations we will help you complete the relevant paperwork and put your financial plan in place.
As your aspirations evolve in your life, so should your financial plan and we will be on hand to review this with you on a regular basis, should you choose.

Ongoing Service (optional)
Review your financial plans
Provide you with regular valuations
Invite you to regular meeting

Call us today on 01282 421022 to discuss your options