Unique Services


Managed Investment Account Service

A personalised investment account for the investor seeking liquidity and flexibility. No initial fees, no exit or redemption penalties, and no minimum investment term.

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Cash Flow Planning & Analysis

We analyse your capital savings and and investments together with any retirement pension funds. With these factors, we assess future capital expenditure and income objectives.

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Investment/Pension Cost Assessment

Clients are either not informed or do not appreciate the way in which investment products are put together. Consequently, they are unaware of the fees and charges.

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Invest Clever

A monthly review and valuation service delivered monthly, not every 6 or 12 months as is the norm with many financial firms. Invest Clever identifies weaknesses and we act accordingly.

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