We carefully match our clients attitude to risk and capacity for loss with suitable investments. Everyone knows saving for the future is important – whether it be for a “rainy day” or for something more specific such as putting the kids through uni. Advice is really important in this area otherwise we have found that people take the easy route of leaving the their money in the bank … gaining little or no interest and in effect going down in value year in year out because of the effect of inflation. There are also useful tax advantages in using ISA’s and other savings vehicles that are available. We are here for you to make sure you make the correct decisions for you and your families.
Direct Wealth Management Ltd
Unit Gf 3A, John Long Trade Park, 29 Ystrad Rd, Fforestfach, Swansea, SA5 4LH
T: 01792 709084 E: firstname.lastname@example.org
Direct Wealth Management Ltd is directly authorised by The Financial Conduct Authority.
FCA Registration no. 765903 Registered Office: Unit Gf 3A, John Long Trade Park, 29 Ystrad Rd, Fforestfach, Swansea, SA5 4LH
© Direct Wealth Management 2018. All rights reserved.