More Investors buy their Investments through an Independent Financial Adviser than through any other route. Most Investors feel more comfortable in seeking advice when they know their adviser will offer them impartial specialist advice.
Harvey Curtis Associates can offer this service by way of a full Investment Advisory Service for both the experienced and inexperienced Investor. We will take into account your needs for income or capital growth, your taxation position and your attitude to investment risk and reward before recommending the most suitable product and company. All personal information would be treated with the strictest of confidence.
For the inexperienced Investor Harvey Curtis Associates can lead you through the maze of different products and providers explaining the details in plain English before recommending the most suitable product for your requirements.
For the experienced Investor who may already know what type of investment they wish to purchase, Harvey Curtis Associates can help you to look beyond the actual investment in order to consider such areas as:
- Mitigating Income Tax, Capital Gains Tax and Inheritance Tax
- Offshore Investment options
- Long Term Care planning
- Will planning
- Practical steps to look after your spouse after your death