Investments

Whether you are a business looking to invest your surplus cash or the funds put aside for VAT or the Inland Revenue. Whether your family is looking to generate income from savings for school fees or daily expenses. Our consultants can help you maximise your investment in line with your appetite for risk.

Our investment consultants provide independent advice and have over 10 years experience with the top four UK accountancy firms as well as other advisory and trading firms. They have managed individual and group investment portfolios in excess of £5 million and £10 million respectively.

Our services include:

• Comprehensive and independent review of your current investment portfolio – tax efficiency and investment portfolio management.
  
  

• Portfolio Management - developing an investment strategy around your personal and business objectives.
  
  

• Low to Medium risk investment strategies
  
  

• Medium to High risk investment strategies
  
  

• Direct Investments - enabling you to develop a portfolio of direct investments in commercial and residential properties, or shareholding in start up businesses.
  

   

For more details on our services or to discuss how we can help you, please contact our investment consultants at – consultant@ascensionwealth.biz