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Investments

You want to make the right decison when it comes to investing your capital so let us guide you through the maze of financial products available and provide expert advice and guidance. Call us today on 

                             

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Moneywales introduces to Moneymappers is a trading style of WPS Wealth which is an appointed representative of the WPS Financial Group which is authorised and regulated by the Financial Conduct Authority. (FRN 583474)

 

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Fund Management

Traditionally investment management advice has been provided by financial advisers and fund managers on either an advisory or discretionary basis. In simple terms an advisory service is where a recommendation is made to purchase a particular product or fund but the final decision lies with the client. A discretionary service is where the client hands over day to day investment responsibilities to a suitably qualified adviser or funds manager and investment decisions are then made on behalf of the client. An advisory service is more transactional in nature where products or funds are chosen as and when advice is required. A discretionary service is geared towards long term advice where an individual client pays a fee for professional and ongoing investment advice.

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