SAVINGS & INVESTMENTS
Throughout life we are all likely to come across times when having a lump sum of money to call upon would assist us, or our loved ones, in achieving aspirations such as getting children through education, buying a dream home or funding a holiday of a lifetime.
Similarly, if we are fortunate enough to have already accrued wealth, whether this be an inheritance, downsizing a home or receiving a lump sum at retirement, managing this can bring its own challenges.
Bank and building society accounts can be useful in building up and harbouring rainy day funds. Whilst this is essential in guarding against the unexpected, increases to the costs of living often exceed returns on the high street, meaning such accounts are unsuitable for accumulating and sustaining long term wealth.
Longer term objectives are generally better achieved through more thorough and robust planning and at Church Financial Services Ltd we aim to make the investment process smooth, uncomplicated and transparent.
Whether looking to build up a lump sum for the future by making regular contributions, invest a lump sum already accumulated or restructure an existing portfolio, we will assist you in finding the right solution.
….securing future prosperity
We strongly believe that the journey to your investment aspirations should be as straightforward and as stress free as possible. Simply making an appointment to start addressing your goals is one of the most important steps you will take towards safeguarding the financial future of you and your loved ones.
One of our qualified and experienced advisers will review your current provision, identify your aspirations and help you to meet them, using sophisticated investment tools at the forefront of the financial industry.
With a wealth of investment experience, we will ensure that any portfolio that we build and manage will be:
• Administered in accordance with your budget
• Sensitive to your understanding and experience of investing
• Tailored to meet any income and growth requirements you may have
• Tax efficient, in accordance with your individual circumstances
• Complimentary to any existing wealth and expected future changes
• Reflective of any ethical values you may have
Once established, and in line with our Service Proposition, we can ensure that your investment plans remain on target with regular updates and comprehensive reviews.
Contact us today to arrange a free, no obligation meeting with one of our advisers to discuss your retirement needs and find out exactly how we can help you.
OFFICE 2B, WESSEX HOUSE, 40 STATION ROAD, WESTBURY, WILTSHIRE BA13 3JN
TEL: 01373 822205
EMAIL: ADMIN@CHURCHFINANCIALSERVICES.CO.UK
CONTACT OUR FRIENDLY TEAM...
REGULARITY NOTICE
Church Financial Services Limited is authorised and regulated by the Financial Conduct Authority (FCA). FCA number 572611.
Registered Office: Lennox House, 3 Pierrepont Street, Bath BA1 1LB. Registered in England and Wales, Company number 07844744.
Your decisions should not be taken based solely on the content of this website and individual advice should be sought first.
Regulations, levels and bases of taxation are subject to change. The content is aimed at UK residents or residents of MiFID countries.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Trusts & Will Writing are not regulated by the Financial Conduct Authority.
In the event of you being dissatisfied with the services that we have provided to you, you may contact us directly at admin@churchfinancialservices.co.uk or you can, if you wish, make a complaint directly to the online dispute resolution platform at http://ec.europa.eu/odr.
If you cannot settle any complaint directly with us, you may be entitled to refer it to the Financial Ombudsman Service (FOS). Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.