Schaefer launches the Investment Review

This is the latest additition to our Wealth Management Service aimed at clients who do not require the continuous management of their finances. The service offers a one-off review of existing investments and pensions taking account of any changes to circumstances,  attitude to investment risk; we also consider the impact of the current market conditions.

For further details on the new service please read the attached statement.

 
Validation: XHTML // CSS

Schaefer Financial Management Ltd is an appointed representative of Burns Anderson Ltd, 27 Great George Street, Bristol BS1 5QT, which is authorised and regulated by the Financial Services Authority.

Burns Anderson Ltd is entered on the FSA register (www.fsa.gov.uk/register) under reference 126191.

The information and content of this website is intended for UK consumers only and is subject to the UK regulatory regime.

Schaefer Financial Management Ltd. Registered Office Gadsby House, Huntworth Business Park, Bridgwater, Somerset TA6 6TS. Registered in England No. 04596404