Upside Finance

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01473 922502

Investment Planning

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Building, managing and growing your portfolio with our experts, to ensure your investments stay on track

Whether you’re looking to grow your investments, generate a new income source or preserve your wealth, we offer a range of services to suit your goals and approach to investment.

As part of our commitment to you and your evolving investment portfolio, you’ll receive an annual, face-to-face review meeting with your adviser focusing on a wide variety of key areas, such as:

A refreshed look at any changes you may have to your needs and circumstances

Reassessment of your attitude to investment risk and ability to bear losses

A review of your financial goals and priorities

Market commentary and a discussion around your investment objectives

A review of your retirement income (if you have a pension drawdown arrangement)

Access to wills, trusts and estate planning services.

Keeping everything under one roof, your annual review could also include opportunities to manage, review and make changes to your investments.

Whatever your goals, you can choose the investment service that’s right for you. Whether you have an existing portfolio, or you are looking to get started with investing, our in-house experts can support you in the management of your investments to any level.

The Financial Conduct Authority does not regulate some aspects of Trust and Estate Planning

The value of Pensions and Investments and any income from them can fall as well as rise
You may not get back the full amount invested

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WE’RE WITH YOU EVERY STEP OF THE WAY

They say, ‘money makes the world go round’. We prefer to say, ‘people make the world go round’. Your life, your hard work, your hopes, your dreams. Every step of the way, we’ll be there.

It’s our goal to help you build you a financially secure future.

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10+
YEARS OF FINANCIAL EXPERTISE

We’re financial advisers with a difference.

With over 10 years of experience, our role is to provide you and your family with the financial confidence to live life however you want to, now and in the future.

We help to create the financial confidence, you create the memories.

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OUR FINANCIAL ADVICE SERVICES

Our financial services are designed to put you first and determine the most effective way to achieve your goals. It’s expert financial advice unique to you.
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Financial Planning

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Inheritance Tax

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Retirement Planning

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Protection Planning

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Investment Planning

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Mortgage Planning

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START YOUR JOURNEY WITH US TODAY

We understand that financial planning can be complex, if not daunting. Our goal, together with you, is to help guide you to a secure financial future, allowing you to confidently enjoy today, and tomorrow.

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WHAT OUR CUSTOMERS ARE SAYING

Happy clients are the bedrock of any business and ours is no exception.

Vouchedfor

Farida was fantastic. She explained everything clearly and patiently answered all our questions, which made a potentially stressful situation feel much more manageable. She also recently helped us again when our fixed term rate ended and we needed to remortgage. She set us up with a portable mortgage, which gives us flexibility to move house when the time comes.

 

 

by a verified client in Essex

 

Farida helped us with selling our first house and borrowing the money we needed for our next move. Her advice was honest, realistic and reliable. Farida also massively helped us navigate all the different stages of selling and buying.

 

 

by a verified client in Suffolk