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investing in your
best interests

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Avoiding the pitfalls

Navigating savings and investments can be daunting, with a seemingly endless array of possibilities. Essentially you want investments that suit your needs, stand the test of time, and make the most of your money. it sounds simple, but how do you really know if you’re getting a good deal?

It’s no secret that many people are led into schemes that are not as rewarding as they first seem. Banks and big financial companies often charge highly for their investments, and sometimes sell guarantees that customers don’t actually need. On top of this, many people are left with an incoherent collection of products that don’t adapt to their changing circumstances.

A clear strategy

At Ian King Financial Planning we take the time to review your finances and listen to your needs and concerns, before creating a comprehensive strategy for your savings and investments.

We believe that diversification is key, and this will be reflected in your plan. Shares, bonds, cash savings or a combination – we will provide you with a complete and cost-effective strategy that presents your asset allocation clearly.

Taking a holistic approach, we make sure that the ‘whole picture’ makes sense, and will be proactive in reviewing your strategy as part of our long-term commitment to you.

Your journey

Create a plan that keeps on working hard for you, whatever you want to achieve.

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Savings & investments

Make the most of your finances with an intelligent strategy and proactive approach.

Retirement planning

Bring clarity and simplicity to your retirement planning with a solution that's easier to manage.

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Wills & estate planning

Take good care of your assets with up-to-date, coherent and thorough planning.

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