portfolio-planning

Financial Planning

Holmes Investments advise and support clients who require help with their financial decisions, providing face to face, unbiased and independent advice, removing the doubt and worry this can cause.

Financial Planning can be complex. We pride ourselves in making your financial investments, pensions and retirement options clear and understandable so that you can be confident that you are making the right choice.

We are independent which means that we are able to consider and recommend all types of retail investment products that meet your needs and objectives. We will consider products from the whole of the market and give you unbiased and unrestricted advice.

The value of investments can go down as well as up, and you may get back less than you invested.