At Anglia Financial we are mindful of the importance of preserving our clients’ assets, whether it is the capital or ability to produce income in addition to that all important capital growth. As a client you will have placed significant value on the investments you have already accumulated or have a plan to do so and we respect the charge to nurture those aspirations. You may want to save…

• to pay for future school fee’s
• towards that ‘holiday of a lifetime’
• for your earlier retirement plans

Whether you have a monthly amount you want advice on where best to tuck away in a tax efficient manner, or you have a significant portfolio, and feel you do not have the skills / time or ingenuity to manage the whole thing yourself, we welcome the opportunity to discuss your requirements and then put to use our specialist software and professional knowledge to help you on your journey. With £38,265,637 currently (January 2010) under management and our robust client proposition you may even feel that you want to move your current portfolio – perhaps managed by a less organised financial adviser – to us which we are happy to discuss on an individual basis. For more detailed information on how we structure our services for Investment portfolios please review ‘Discretionary Fund Management’ or speak to one of our consultants about your specific requirements.

To find out more simply email us at mail@angliafinancial.com and one of our independent consultants will contact you to discuss your particular.

Please also review the ‘How we are paid’ link in connections with our investment services