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Lump Sum Investment

Investment advice from ASC Financial Solutions – Milton Keynes, Buckinghamshire

Whether you are investing with specific goals in mind or generally looking to increase your wealth over the long term, ASC Financial Solutions can assist you with your goals.

We are not tied to any financial institute, which means that we are able to provide totally impartial financial advice. Regardless of the amount you are looking to invest, all our clients can expect to receive a high level of service.

As well as our standard service, we also have ASC Private Clients which is designed for larger amounts in excess of £1 million which may require more specific advice.

Research is vital in selecting the most suitable investment and we have invested significantly in our research and technical tools, although we believe it is our personal touch that segments us from the vast majority of companies offering financial advice.

Our advice is tailored to you as an individual to meet your personal circumstances, needs, aspirations and attitude to risk.

We are pleased with our results from our client questionnaires that we issue annually (please see client feedback results).

This client feedback is a testimony to our values, however, we refuse to rest on our laurels and will always strive to improve these. Our client testimonials are from some of our long standing clients and we aim to gain trust from each of our clients.

Your first meeting is at no cost or obligation so please contact us to arrange an appointment. We have offices in Milton Keynes where one of our advisers will be happy to meet with you. Alternatively we may also offer home appointments if you live in the Bucks and Beds area.

Your Financial Adviser will ask you questions to figure out what you are trying to achieve before making a recommendation.

Do you require an investment ISA for Growth or Income or maybe a combination of both?

Your tolerance for risk is very important and will also form a large part of the discussion.

We consider your tax implications of investing and whether an ISA is suitable as part of your overall portfolio. We will also consider other investment vehicles such as Onshore and Offshore Investment Bonds as well as Unit Trusts, OEICs along with other possible solutions.

Request an appointment with a Financial Adviser in Buckinghamshire, Bedfordshire or Hertfordshire.

Alternatively, to discuss your circumstances with a qualified adviser now, please contact us today on 01908 260033 or request a call back using the form opposite.

Call Back Request

Please complete the call back enquiry form below and we will be very happy to call you back and make an appointment to come and see you.

Client Feedback

Having managed our finances since his Abbey National days, we trust him and know that our money is in good hands.

Mr and Mrs J