Investments

The opportunities to build a well-balanced investment portfolio are greater today than at any time before.

The range of investment products that can be accessed are huge and offer a diverse level of risk. This means that with the right advice most people can plan their financial future with confidence. These range from the new NISA, Unit and Investment Trusts to a variety of insurance based products such as Investment Bonds. For the more adventurous there are, for example, Enterprise Investment Schemes.

The key is to sit down with an adviser who is able to help you build your portfolio. At Straight Talk we pride ourselves in the work we do prior to making any investment recommendations to a client. We spend a great deal of time getting to understand each client’s particular requirements, including their attitude to risk. We then use our own knowledge together with a number of sophisticated tools to produce a personalised report with our recommendations.

We continue to monitor our clients’ investments to ensure that they remain relevant and appropriate. Every client receives an investment report each quarter together with any recommendations we may have for changes within their portfolio.

Contact us to arrange a free initial consultation.

Contact Us

Investments process

1. Initial Consultation

A free initial consultation that helps us to understand your aims and objectives and how we can support you in working towards these.

2. Financial Review and Recommendation

We gather your current financial information and assess your attitude to risk. We will then prepare a report of recommendations for you which will be presented in a second appointment.

3. Policy agreement and Implementation

Should you wish to go ahead with your recommendations, we will handle all fund and policy administration for you for an easy and fuss free process.

4. Ongoing Reviews and Servicing

Regular reporting and face-to-face reviews keep you informed and in control.

Enquire now

After a long search for a pension advisor who could actively and professionally manage our company pension scheme, I contacted Straight Talk Financial Planning in February 2013. From the outset, I found David and his team to be extremely professional and competent in all they do, and their knowledge, expertise and communication throughout the last 5 and a half years has been excellent.
Garrick Gregory, CEO, 2CL Communications Ltd
I have found the service and advice given by Straight Talk have always been given and explained in a thorough and efficient manner. David is always able to accommodate any calls and meetings in a fast and at times taking in an evening appointment to discuss any queries and advise necessary. I consider the approximate eight years of having Straight Talk taking care of my pension as time well spent.
Mike Nicholas
Having a number of pensions and not a clue what was the best step going forward, I handed all the paperwork over to David & the team to sort out. Both were professional, friendly and I was kept informed every step of the way. Caroline handled mine and my husbands Will writing from start to finish, she made sure that we both understood the whole process and all the jargon that comes with it. Working with David, Caroline & the team has been a pleasure – I would not hesitate to recommend them and I look forward to being a long standing client going forward.
Kate Browning, Honeypot Children's Charity
Until meeting David and Straight Talk Financial Planning I’d had a very mixed experience concerning IFAs, including one quite disastrous one. David’s approach was completely different, not only taking the time and effort to explain the process, but demonstratively actively monitoring the progress of my pension funds and reporting back on a quarterly basis; I greatly appreciate this attention to detail. David’s finger-on-the-pulse has kept my pension growing above the benchmark and there is nowhere else I would want my pension funds to be.
Simon Chadwick, Ceratopia
I wanted to thank you for providing me personally with a very thorough and in-depth pension review.

You took considerable time during our meeting to be able to demonstrate how my pension investments would perform based on the risk profile that you had identified me as holding.

The outcome of the meeting was that I felt entirely confident in your knowledge and professionalism in handling my personal investments and transferred the funds entirely for Straight Talk to manage on my behalf.
Deborah Witcomb, Managing Director, HR Pro Consulting Ltd

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