Saving and Investment
How your investments perform today could affect your future financial well-being. Our comprehensive investment advisory service aims to help you make the right decisions for your circumstances and attitude to risk.
Our Investments Advisory Service
We’ll take your investment objectives into account and make sure our recommendations offer maximum tax efficiency.
Our services include advice on:
Please be aware that past performance is not indicative of future performance. The value of investments may rise as well as fall and you may not get back the full amount you invested.
Registered Address: 298 High Street, Dorking, RH4 1QX. Registered in the UK. Registered No: 06547507. Define Financial Planning Limited T/A Define Wealth is authorised and regulated by the Financial Conduct Authority.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
The Financial Conduct Authority does not regulate taxation and trust planning, inheritance tax planning, some forms of estate planning and some forms of savings.
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567.
t: 01737 888110
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