• Hayburn Rock Financial Planning Ltd
  • St James Court
  • Bridgnorth Road
  • Stourbridge
  • DY8 3QG
  • Tel: 01384 868789
  • Fax: 01384 868790

Enter your email address below to receive our Quarterly Newsletter.


Scan the code to instantly add our contact details to your phonebook!

Investments / Portfolio Planning

Today there are a bewildering range of savings and investment vehicles and options available to the investor. Building an investment portfolio must take into account tax opportunities and implications, attitude to risk and reward and balancing it to the need for income, growth or both.

Following a detailed personal review of your current financial position, aspirations and objectives, we will assess all of the above factors with you before making recommendations for your asset portfolio. Wealth creation and management is an ongoing process and we will look to meet regularly to ensure the best chance of your objectives being met.

Risk and Reward

Unit Trusts

OEICs

Investment Trusts

ISAs

Government Gilts

Corporate Bonds

.

We use cookies to ensure we give you the best experience from our website. If you continue without changing your settings we will assume you are happy to accept all cookies from our website. However, you can find out more about the cookies we use and change your settings by clicking here.Continue

Cookies