PA | Professional Assured

Bespoke Financial Planning
Retirement Counselling | Investment Planning | Wealth Preservation | Family Protection 


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Our Services:
Investments & Savings

Many clients, at both individual and corporate level, need advice on the relevant merits of various investment options. Whether saving for capital appreciation or income, we can offer guidance on suitable options, taking into account risk, access requirements and taxation. For example:

  • Individual Savings Accounts (ISAs)
  • Existing Personal Equity Plans (PEPs)
  • Fund Supermarkets and Wraps
  • Unit Trusts
  • Investment Trusts
  • Open Ended Investment Companies (OEICs)
  • Capital Investment Bonds
  • Offshore Investments
  • National Savings
  • Traded Endowments
  • Regular savings Plans

Trust and tax advice, offshore investments and National Savings are not regulated by the Financial Services Authority

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Professional Assured Financial Services Limited
Registered Office · 34 Threadneedle Street · London EC2R 8AY
Tel 020 7256 9878 · Fax 020 7638 6537 · Company Registered in England and Wales No. 3900299
Professional Assured Financial Services Limited is authorised and regulated by the Financial Services Authority.
The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK
Updated 24/02/2011