Investmentbox

• 32 Threadneedle Street
  London EC2R 8AY
   
• Tel: 0207 763 6162
• Fax: 0870 432 3489
• Email: advice@investmentbox.biz

To be financially well organised is an objective of many, achieved by few.

Given the complexity and volatility of modern life - tax, investment, careers and family life are all susceptible to change and disruption - we consider financial planning to be an essential pre-requisite for personal financial success.

Clients usually come to us either because they have assets but insufficient income / cash, or have income and wish to create capital and security. We will help you to:

• Obtain a clear appreciation and understanding of your current financial situation;
• Develop a set of achievable short, medium and long term financial objectives;
• Implement plans to achieve these objectives;
• Develop contingency plans to deal with unplanned events such as unemployment, illness and the death of yourself or your partner.

A logical approach

We offer a true financial planning service - impartial, independent and long term - to help you define, review and achieve your personal goals. This is a process which requires commitment and dedication from yourself as well as from us.

Investmentbox, in accordance with the recommendation of The International Association for Financial Planning, regards financial planning as a six step process:

1. Collecting and assessing all relevant personal and financial data.
2. Identifying financial objectives and problems.
3. Processing and analysing information.
4. Producing a Personal Financial Plan, the implementation of which should make the most effective use of your resources towards the achievement of your objectives.
5. Implementing your plan, either immediately or in stages according to an agreed and achievable timetable.
6. Reviewing progress and modifying your plan as necessary to take account of changed circumstances.

The main topics on which advice is given are listed below. However, this does not cover all areas on which advice can be given.

To find out more about our services and how we can assist you in your financial planning needs, kindly contact Richard Musgrave (richard@investmentbox.biz) for a free no obligation meeting.

Investmentbox Ltd. Is an appointed representative of Sesame Ltd. which is authorised and regulated by the Financial Services Authority. Sesame is entered on the FSA register (http://www.fsa.gov.uk/register/) under reference 150427 The advice and / or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

The FSA does not regulate some forms of Inheritance Tax Planning.