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There are so many different types of savings and investment plans, so it is sensible to seek advice as to which ones are most appropriate to your needs.... |
It is important to take into account your overall financial situation, risk tolerance, and investment knowledge when making recommendations, and have a clear understanding of your financial goals and objectives in order to tailor a personalized investment plan that aligns with your needs. By working closely with you and providing personalized investment advice, we aim to help you achieve your long-term financial goals and secure your financial future. Investing can be complex and intimidating, but with the right guidance and support, we can help you navigate the investment landscape and build a successful investment portfolio. Furthermore, we will provide ongoing monitoring and reviews of your investments to ensure they continue to meet your objectives and make adjustments as necessary. It is important to regularly review and reassess your investment portfolio to ensure it remains aligned with your financial goals and risk tolerance. Ultimately, our goal is to help you build and protect your wealth over the long term by providing expert advice and guidance on sound investment planning. With our support, you can feel confident that you are on track to achieve your financial goals and secure your financial future. |
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The advice and/or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details: https://financial-ombudsman.org.uk For the Money & Pension Service's consumer website "Money Helper" please go to http://www.moneyhelper.org.uk |
MJR Financial Services is a trading style of Michael Rice which is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No. 711711 https://www.fca.org.uk/firms/financial-services-register Telephone 01507 604550 | Email info@mjrfinancialservices.co.uk | Principal: Michael J Rice |