Authorised and regulated by The Financial Services Authority

Investment

If you are looking to invest your money for the future then look no further than ourselves. Because we are always researching the marketplace and monitoring which companies and products are giving our customers the best returns, we are in an excellent position to give you a truly independent and professional service. Whether you’re looking for a guaranteed return, or looking to maximise your investment potential we can advise on a possible solution.

The following are examples of the services and products we have on offer:

• Offshore Banking & Investment Opportunities
• Cash Accounts
• Reviewing Existing Investment Portfolio’s
• Investment Bonds
• Unit Trust and Open Ended Investment Company Investments
• Child Trust Funds
• Monthly Savings Accounts
• Individual Savings Accounts (ISA’s)
• Share Exchange
• Trust Funds

Once an investment portfolio has been designed we believe it is vital that it is regularly reviewed and updated which is where our six-monthly Investment Review service assists.

Our clients enjoy access to their very own secure website, here they can obtain instant real-time valuations of their portfolio's, see how values have changed over a period of time, drill down to show asset split between the various investments. Documents can be easily uploaded allowing them to be viewed securely at any time and in any part of the world for future reference. Messages can be sent securely between clients and ourselves, allowing information to be shared quickly and safely. Clients have the ability to change any of their personal and financial details, such changes are then automatically transmitted to us without the need for further contact, meaning that we always have the most up-to-date information to hand and can then make the most suitable recommendations.

To view a demonstration of this service, simply visit www.ardconsultancy.tppowered.com.

You can enjoy the A.R.D Consultancy experience for yourself and receive quality Independent Financial Advice. It’s easy, just lift the phone or send us an email and we’ll do the rest.