Savings & Investments
We are living in an increasingly uncertain and changing world and taking care and responsibility for your financial security is as important as ever.
Whether you have already started saving and investing for a future goal or would like to start we can help to make sure your savings and investment needs are being met.
An investment plan needs to be as individual as you and your needs so we start by getting to know you and gain understanding of your financial situation. We establish your goals and your attitudes towards risk. Risk and rewards go hand in hand. When we understand you and your goals we can find the best plan for you to effectively save and invest and make your money work for you.
We are able to offer advice on the full range of investment and savings products available on the market so we are sure to find the best solution and develop a plan that is as individual as you and your needs.
“We first used the services of MJC Financial Planning Ltd seventeen years ago and have much to be grateful for. The results of their advice and investments have produced excellent and consistent results. We would wholeheartedly recommend Ian Jolley and his team to anyone seeking sound independent financial advice.”
David & Carol – Dawlish