Investments
Before we discuss any type of investment with you, we take time to understand your current financial position, your aspirations and objectives for the future, and the level of risk you're comfortable taking.
We don't have a one-size-fits-all solution, our advice is bespoke because as people we are all unique. Once we understand your objectives we set out the options that are suitable form you and discuss them with you. We strongly believe that costs can have a serious impact on the value of your investments so it’s vital that these are transparent and understood. We also seek to ensure that you make use of your tax and other allowances.
As independent financial advisers we have access to the full universe of investment solutions and products, so we are able to source what is best for you to meet your objectives.
"I have had the pleasure of entrusting my financial well-being to Haresh Raghwani for the past 5 years. My initial enquiry was with respect to investments and planning my retirement. Haresh handled that seamlessly and has continued to update me, check in and make sure the plans I have in place work best for me.
In addition, Haresh and his team have worked on re-mortgages for my properties and dealt with the same in an extremely efficient and friendly manner. There is never any chasing, I was up-dated every step of the way.
Finally, it is always a pleasure to talk to Haresh and I have been happy to continue to recommend him to friends who have also been equally satisfied with his services."
"We have now been longstanding clients of Craufurd Hale (Hale &Co) for over 20 years, and in that time we have found the service to us/clients of an outstanding quality both in terms of its accuracy, timing and keeping us informed of any changes that may effect our investments.
We have also recommended them to our family and friends who are now clients.
We wish them continued success."
Mr R & Mrs L White, Barbados
An initial, no-obligation and totally free of charge meeting is just one quick phone call away.