Kevin Nolan - Towry Limited
Wealth Adviser
- ISAs (Individual Savings Accounts)
- Corporate and government bonds
- Mutual funds
- Life assurance products
- Retirement planning
- Education fees planning
- Investing for income
- Offshore investing
- Self-invested personal pensions
- Complimentary financial reviews
- Probate valuations
- Estate/Inheritance tax planning
- Key person and shareholder assurance
- Portfolio reviews
Whatever your personal or professional financial needs, you want to be assured of not only the quality of advice you are receiving but also the integrity of the company you are working with.
Clients are at the heart of our business and we give expert advice to help them meet their financial needs and goals. We recognise that each client has individual requirements and we tailor solutions accordingly. We work alongside our clients to help them achieve their financial goals.
We provide independent advice. This means that we have access to all product providers and are not restricted in the range of solutions we can present to you. We are also financially independent of all product providers. We charge our clients fees rather than accept commission payments, either direct or indirectly, from product providers for recommending their products which means that our advice is truly impartial and in the best interest of our clients.
Our advisers are required to become professionally qualified to Chartered Financial Planner status, the highest professional qualification in the industry. This is considerably in excess of the minimum level required by the FSA. Our Advice Policy team has specialist expertise to support our advisers. Our Investment Management team’s sole responsibility is to manage our clients’ investments.