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... because your best investment asset is definitely a good plan ...

Whatever your specific investment aim, however you are choosing to invest, whether using a pension, or your ISA allowance or just as a General Investment Account, the principal area of financial planning where we can add value is research and review, in a methodical and informed way. To assist and advise in Asset Allocation and portfolio construction.

As planners and advisers we can assist you in many ways:

  • Financial Objectives - Overview & Analysis
  • Risk Profiling 
  • Asset Allocation
  • Investment performance review - for Risk & Return profile

If you'd like our informed advice and review, we look forward to meeting you.

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CFP Mann Ltd
The Hollies, Denby Rd, Cobham, Surrey KT11 1JU
Tel: 01932 863400

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