INVESTMENTS & WEALTH MANAGEMENT
When dealing with your money, there are two words which we hold dear, trust and responsibility.
Our main aim is for you to trust us with the responsibility of managing your portfolio in the best way possible to suit your circumstances.
We believe that to provide sound financial advice, the only way to achieve a truly personalised and independent assessment is to do it face to face.
As such our associates provide independent financial advice specifically catered for your needs, through personal meetings held at your convenience.
We offer friendly face to face advice, providing office or home visits for customers living locally, and can provide products from a range of major financial providers.
The range of investments that we offer advice on includes –
Our fully qualified and independent financial advisers will assess your needs and advise on the most appropriate product for your needs.
Covering Plymouth, Cornwall, Devon and the South Coast of the UK, we'll have an adviser that can visit you locally in your home or business to assess your needs.
• Investment Bonds
• Investment Trusts
• Unit Trusts
• Capital Protected Investments
Financial Advice for Plymouth
Tax Efficient Investing
• Tax efficient Bonds
• IHT Planning
Financial Advice for Devon
• Legal & General
Financial Advice for Cornwall
Financial Advice for The South West
Molyneux Associates Ltd is registered in England & Wales 5075008.
Molyneux Associates Ltd is authorised and regulated by the Financial Conduct Authority.
and is entered on the Financial Services register (www.fsa.gov.uk/register) under reference 624563.