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Investment Management

Ensuring you have the right investment strategy for your plan.

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British Pound Coins

As a part of our continuous service, we will guide you through the necessary steps before you embark on your investment journey. We carefully assess your savings and investment preferences while delving into your stance on risk-taking. Monitoring your funds diligently, we conduct regular reviews and make adjustments to your investments, adapting to any alterations in your circumstances or risk appetite. This way, we ensure that your investments consistently align with your aspirations for the future.

Get in touch with us today to see how we can help you.

The value of your investments (and any income from them) can go down as well as up and you may not get back the full amount you invested. Investments should be considered over the longer term and should fit in with your overall attitude to risk and financial circumstances.

Not only has my personal wealth grown during this period as a direct result of Ollie's advice and supervision, but he has also acted swiftly when there have been changes in tax and other income related rules, so that I was still able to maximise my earnings. He responds swiftly to queries and is always available for a call or a meeting. I would strongly recommend Ollie to anyone who is in search of a financial advisor and feel my wealth is in very safe hands.

Belinda

Banks Sheridan Wealth Limited, 

Datum House,

Electra Way,

Crewe,

Cheshire,

CW1 6ZF

01270 530971

Banks Sheridan Wealth Limited is an appointed representative of Sense Network Limited which is authorised and regulated by the Financial Conduct Authority.

Registered Address: Datum House, Electra Way, Crewe, CW1 6ZF

Registered in England & Wales No. 13558124

Banks Sheridan Wealth Ltd is entered on the Financial Services Register (https://register.fca.org.uk/) under reference 960067.

The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

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

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