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Investments and Savings Advice in Sutton, Surrey and Bromley, Kent

Investment and Savings Advice in Sutton, Surrey and Bromley, Kent from Lucra Ltd

Investments Savings Sutton Bromley

Being independent allows us to work on YOUR BEHALF!

The first question we would ask you is “what are you trying to achieve?”. Do you require investment advice for Growth or Income or maybe a combination of both.

Read our Guide to Savings & Investments here [pdf]

If you have existing investments, are you happy with how these are performing? Or do you feel that you would benefit from an independent review.

The investment world has evolved considerably over the past few years and it may be worth reviewing existing investments.

Read our Guide to ISAs [pdf]

Whatever your requirements we are able to offer the right help on various types of investments from Offshore Investment advice, Investment Trusts, to mainstream deposit based accounts, ISAs etc. As an Adviser our job is to help you achieve your ambitions. Your attitude to risk is important, as is your need for income or capital growth.

Lucra Limited is an appointed representative of Sage Financial Services Limited which is authorised and regulated by the Financial Services Authority. Sage Financial Services Limited is entered on the Financial Services Authority register (www.fsa.gov.uk/register/) under reference 150452. The FSA do not regulate will writing and some forms of mortgages, loan products, or some types of tax planning services. The advice and / or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. Lucra Limited: Registered in England: 95 High Street, Great Missenden, Bucks, HP16 0AL: Company No. 05554958. For advice on any of the above, Contact Us now.