SAVINGS &

INVESTMENTS

You work hard to save, but are your savings and investments working hard for you?

We will work with you to clearly understand your financial position and aspirations as well as your attitude to risk and timescales. 

We will carry out a full review of your current investments and then deliver bespoke recommendations to meet your needs.  We will also take time to explain the tax position of our recommendations.

We will regularly monitor the performance of your savings and investments always considering how they can work better for you. 

You too can keep an eye on the performance them 24/7 via our online portal.

Remember that the value of investments can go down as well as up.

Would you benefit from a Financial Planning 'health check'? 

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Making the most of your savings and investments

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Culverhouse & Co. is the trading name of Culverhouse & Co Ltd and Culverhouse Financial Planning Ltd.

 

Culverhouse & Co Ltd Company No: 6426365

Culverhouse Financial Planning Ltd Company No: 08470047

Registered Offices: 7 High Street, Farnborough Village, Kent, BR6 7BQ

Email: info@culverhouse-accountants.co.uk

VAT Number GB166078392

 

Culverhouse & Co Ltd is registered to carry on audit work in the UK and Ireland by the Institute of Chartered Accountants in England and Wales.

Details about our audit registration can be viewed at www.auditregister.org.uk for the UK and www.cro.ie/auditors for Ireland, under reference number C001690279.

Culverhouse Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority for Financial Services. FCA Registration Number: 600931

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.

© 2018 by Culverhouse & Co