Ongoing wealth creation & wealth management
There are a bewildering range of savings and investment vehicles available to the investor. The right investment portfolio should reflect your tax position and align with your attitude to risk. It should further meet your requirement to generate income, growth or a combination of both.
A personal financial review
Where requested we will conduct a detailed personal review of your current financial position, aspirations and objectives. We will assess all of the above factors with you before making recommendations for your asset allocation.
Wealth creation and wealth management is an ongoing process, therefore, upon demand we will look to meet regularly to ensure the best chance of your objectives being met.
For ongoing investment management & advice
give us a call on: 0800 587 4523
Lincoln Financial Services
01522 839 525
0800 587 4523
Lincoln Financial Services Ltd, registered as a limited company in England and Wales under company number: 06262121. Registered Company Address: Oak House, Waterside South, Lincoln, Lincolnshire LN5 7FB.