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Investments & Pensions

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We can help you achieve your financial goals 

We have the knowledge, experience and expertise to accurately assess your financial circumstances. Only after we have gained a full understanding of your current financial needs and plans for the future, will we provide recommendations regarding the financial products and services that we believe will best suit your particular circumstances and help you achieve your financial goals.

 

Watch the video below for further information on the investing process.

 

Services we offer 

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Investment Advice & Wealth Management 

At Folan Brookes investments are only one part of our financial planning service. We don’t just recommend an investment product then leave you to manage it yourself; we’re here for your entire financial journey.

Our professional financial planning service focuses on you. We consider your needs, wants and aspirations and then create a cashflow and investment strategy to meet your future financial goals. Maybe you have some investments already and need someone to give you a fresh perspective on your current financial situation, then make recommendations that meet your current circumstances and goals. You could be unsure of the type of investments you have, what your current risk exposure is, and how they are performing. The ultimate question when it comes to investing for your financial future is… How confident are you that you will achieve your financial goals within the time frame you would like?

Investment Principles & Factsheets

Retirement Planning 

Retirement will change the way you access your money. Nowadays, there are many options available to retirees. It’s important to understand the options available to you and whether your existing plan can meet your needs. We can help you carefully consider your options and make recommendations that meet your later life objectives.

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Legacy Planning

Successful estate planning helps you to better control the amount of tax you are liable to pay on the wealth you accumulate.

We'll help you make the right choices to protect your legacy for the next generation.

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Investing for Children

Do you want to help a child or grandchild onto the property ladder, support them through higher education, help with a major expense, such as a wedding, or even start a pension pot for them? We can help you support your loved ones.

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