Living in London, via our sister company Pall Mall Financial Independence Ltd, provide bespoke financial services. Pall Mall specialises in telling you the truth about your finances by using state of the art software which brings together your income (from all sources), expenditure, assets and liabilities. Once assembled, they can show you a cash flow analysis of your financial life to age 100 in order for you to make the right financial plans.
Pall Mall also provide investment health checks on your existing portfolio, reviewing the performance and chargers. By using fully independent analytical software, they can provide a report demonstrating the risk within your portfolio. From this, they can adjust the fund holdings and keep the risk within your portfolio to a desirable level and keep your portfolio under quarterly review. This service can be used for your existing Pension funds, ISA's or Investments as well as new investments.
Their services also include risk assessments including advice on life, income or critical illness assurance and they also are conversant as you would expect with the needs of Living in London's landlords with regard to buy-to-let portfolio planning and taxation.
Please register your details to request contact for an informal introductory conversation.