LOOKING FOR INVESTMENT ADVICE?

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Looking For Investment Advice

Pebble Financial are experienced Wealth Managers.

  • Cash
  • Fixed Interest
  • Corporate Bonds
  • Government Gilts
  • UK Equity
  • Managed Funds
  • Golbal Equity
  • Distribution
  • REITS
  • Currency Funds
  • Property Funds
  • Discretionary Portfolios (outsourced to managers who hold the appropriate mandate)
  • Money Market
  • Protected Funds
  • Hedge Funds
  • Absolute Return
  • Cautious Funds

Even the most seasoned investment professionals head would spin!!!

We believe that the only way to formulate the right strategy for our clients is to take a totally holistic approach. Depending on our clients own unique attitude to investment risk, we craft an asset allocation model over their entire portfolio.

A complete investment solution should encompass many products which are all interlinked. We are resolute in our approach and seek to utilise every conceivable tax break, favourable legislation, special deal, provider extra allocation and government incentive in order to maximise profit for all our clients.

Please note that with investments the value may not be guaranteed and you could potentially get back less than originally invested.