Investments
INVESTMENTS & WEALTH MANAGEMENTWhen dealing with your money, there are
two words which we hold dear; trust and
responsibility.
Our years of experience and success mean you can trust us with the responsibility of managing your portfolio in the best way possible to suit your circumstances. We believe that to provide sound financial advice, the only way to achieve a truly personalised and independent assessment is to do it face to face. As such our associates provide independent financial advice specifically catering for your needs, through personal meetings held at your convenience. We offer friendly face to face advice, providing office or home visits for customers living locally, and can provide products from the range of major financial providers. The range of investments that we offer advice on includes
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Our AdvisersOur fully
qualified and independent financial advisers
will assess your needs and
advise on the most appropriate product for your
needs.
Covering Plymouth, Cornwall, Devon and the South Coast of the UK, we'll have an adviser that can visit you locally in your home or business to assess your needs. |
Investments •
Investment Bonds
• Investment Trusts • Unit Trusts • Capital Protected Investments Financial Advice for Plymouth |
Tax Efficient Investing •
NISA's
• Tax efficient Bonds • Easy Access Bonds • IHT Planning Financial Advice for Devon |
Corporate Investments •
Corporate Deposits
• Tax Efficiency • Future Proofing • Easy Access capital Financial Advice for Cornwall |
TestamonialsFinancial Advice for The South West |
Molyneux Associates Ltd is registered in England & Wales 5075008.
Molyneux Associates Ltd is authorised and regulated by the Financial Conduct Authority
and is entered on the Financial Services register (https://www.fca.org.uk/consumers/fca-firm-checker/search) under "Molyneux Associates Ltd" (reference 624563).