2 Mill Parade, Church Road, Bishops Cleeve, Cheltenham, GL52 8RL

Tel: 01242 674 775 | Fax: 01242 678 114

Cleeve Financial Solutions
 
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INVESTMENTS

As Independent Financial Advisers we can advise you in a number of areas, whether you are looking to increase your income or simply get a better return on your deposit money.

We will work with you to put in place a solution that will best meets your objectives, carefully considering all the factors. The time frame of investment, the risk you are willing to take in order to gain the amount of reward you are looking to achieve, whether this be income or capital growth we can help you. We will also take into account any ethical views you may have and consider all the tax implications for the different options available.

The regular review process on any investment is, in our opinion as crucial as the initial research, this is why many clients retain our services to work closely with them and conduct regular reviews to ensure their investments continue to provide the growth or income they desire.

With the complexities of the modern investment market there is increased demand for Independent Advice to resolve all problems, large or small.

© Copyright 2004 Cleeve Financial Solutions

Cleeve Financial Solutions is a trading style of Cleeve Insurance Services, which is an Appointed Representative of Sesame Ltd, which is authorised and regulated by the Financial Services Authority. Sesame is entered on the FSA register www.fsa.gov.uk/register under reference 150427.

The guidance and or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

Some services provided by Cleeve Financial Solutions may be subject to VAT, registered under no. 840 7815 22

Your property may be repossessed if you do not keep up repayments on your mortgage.

The FSA do not regulate Residential lettings or some forms of mortgages, inheritance tax planning or International products.

You can choose how we are paid for mortgages. You may pay a fee, usually £500. Alternatively we charge you a fee typically £150 plus we receive commission from the lender typically 0-3% of the loan.