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What our clients say
Gavin and Claire Robertson, 39 and 33 – Edinburgh
Advice needs Gavin has been managing his own portfolio of investments for some time, but with a combination of circumstances wanted someone else to do this for him. Gavin knew that with a young daughter, demanding job and volatile investment … Read more →
Tony Golding, 40 – Lincolnshire
Advice Needs Tony came to Investor Profile needing advice on his investments, and general financial planning for the future. He felt uneasy with the lack of clarity he had around spending money. He knew he was in a fortunate position … Read more →
Roy, 68 – Liverpool
“I must say your Financial Surgery sessions are very helpful to me. I can generally plan what I need to for myself but occasionally need expert help. The advice I receive for my investments and pensions is always informative, always … Read more →
Robert, 45 – Northern Ireland
“The Investment Report I received from you was surprisingly detailed. It took account of all aspects of my life and requirements, which was great. I particularly liked the fact that we could discuss and amend my asset allocation and fund recommendations … Read more →
Mr & Mrs Giles – Northampton
I worked in financial services for many years myself so I knew we wanted an adviser that we could trust. Our aim was to make the most of my pension and be able to retire without stress. My wife and … Read more →
Mr & Mrs H, Oxfordshire
Having sold our business and retired, the money we have for investment is very important to us. From the beginning you recognised that and went to work on making efficient strategies for investing our portfolio. We have been delighted with … Read more →
Tom and Annie Fellows, 69 & 59 – London
Advice Needs Tom and Annie sold their business just a few years ago and invested the money they had into a portfolio. They rely on their investment portfolio for a large part of their retirement income. They already had a … Read more →
Mr & Mrs Parker – Suffolk
“When our previous IFA said he wanted to increase our fees we decided to assess our options. What we found was Investor Profile. Since moving our portfolios we have found you to be professional, approachable, and full of new ideas. … Read more →
Paul and Lisa Williams, 30 and 28 – Kent
Advice needs Paul and Lisa wanted to save towards their future when they approached Investor Profile. They wanted to be able to buy a home in around 5 years time and wanted to save regularly towards that. They were not … Read more →
Russell, 34 – Hertfordshire
“I went to my mortgage broker to ask if they could give me some investment advice. They said they’d love to help, but would have to charge £500. Compared to that, your £250 Investment Report was perfect for me. Great … Read more →
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Investments Explained
Successful investing is about making the best use of your money to secure the lifestyle you want. Read more using the links below:
Latest BlogHow to Manage Investment Risk
Recent events are only expected to happen once every one billion years or so. I attended a seminar given by a highly regarded risk management company recently. The topic of the discussion was around planning investment portfolios and how to … Read more →
DownloadsInvestment Tips
How to Manage Investment Risk
April 27, 2013 : 5:57 am
Recent events are only expected to happen once every one billion years or so. I attended a seminar given by a highly regarded risk management company recently. The topic of the discussion was around planning investment portfolios and how to … Read more
Inheritance Tax (IHT) Ideas
April 16, 2013 : 5:56 am
I am sure many of you will be searching for inheritance tax ideas to help you plan, plot and avoid having to make your beneficiaries pay 40% tax on the money and assets they get passed down from you. having … Read more
Should I Invest My Final Salary Retirement Lump Sum?
: 5:28 am
Many of you will be coming up to retirement and making important decisions about your final salary pension. If you are lucky enough to have a final salary pension scheme then you will have the option to take up to … Read more
Best Place to Invest Money in 2013?
January 31, 2013 : 6:48 am
Everyone wants to know where the best place is to invest money in 2013 It is a common question I get asked when I tell people that I manage portfolios as part of the Investor Profile wealth management service. The … Read more
Flat Rate State Pension a Concern for All of Us
January 17, 2013 : 10:05 pm
State pension changes can happen any time Although the idea of simplifying the State Pension is a good one, and the flat rate pension proposed this week does make it far easier for all concerned, there are some troubling issues. … Read more
8 Investing Mistakes to Avoid
January 16, 2013 : 7:23 am
Investing successfully requires a balance of strategy and action Most investors fail on both counts as they lack any sort of initial or ongoing strategy and then fail to action on a regular basis. Below is a list of some … Read more
Best Savings Accounts Now Lose You Money
: 6:43 am
With RPI at 3.1% and CPI at 2.7% it is difficult to beat inflation The latest round of inflation figures suggested that things remained much the same over the Christmas period with the Retail Prices Index edging higher to 3.1% … Read more
Most Tax Efficient Investments in an ISA
January 11, 2013 : 12:29 am
ISAs are better at protecting you from tax on some things more than others As a general rule of thumb it is better to invest in interest paying funds, e.g. funds that invest into Gilts and Bonds via an ISA. … Read more
Should I Invest My Retirement Money
January 10, 2013 : 12:43 am
Retirement lump sums are not easy to know what to do with For some people it may be the easiest decision of all. Most will look forward to the day when they get to decide what to do with a … Read more
