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Investments

Independent Financial Matters can also offer advice on a wide range of investments and savings plans. Our aim is to ensure that we understand your needs and your objectives and to also understand how you feel about any risk associated with investments and savings.

We can also review your current taxation situation and any future income requirements you may have. A review of your finances will then provide us with a clear picture of what investments and savings plans will best suit your needs and requirements.

The Financial Conduct Authority does not regulate Tax Planning and some forms of Savings