Our Services

Growing your Wealth

Investing your money is like growing crops. You need to nurture your investments with care to ensure they grow and flourish over time. At Seymour Financial Services, we understand the importance of managing your investments wisely to achieve the standard of living you desire.

We believe in empowering you to make better investment decisions by providing a clear understanding of your investments.

Our experienced financial advisers will start by reviewing your current savings and investments with you. We will design a tailored investment strategy specific to your unique situation. We want to ensure that your investments are performing to their full potential, tax-efficient, and aligned with your values. Our advisers will help you assess if you’re paying too much in fees, whether your investments are aligned to your risk level, and if they align with sustainable and ethical businesses or funds if this is a priority for you.

Tailored investment plans and future opportunities

We will work with you to create an investment plan that maximises your success and returns. Some clients prefer us to handle all the logistics, while others prefer to be more involved. Either way, we provide step-by-step guidance on how to profit from certain investment opportunities and their impact on your cash flow.

During an initial consultation, one of our advisers will help you determine where you want to be financially in the short, medium and long term. We consider changing legislation, tax implications, and your personal circumstances and goals. Our aim is to ensure that your tailored investment plan is suitable for your unique situation and provides the right balance of risk and reward.

Reviewing existing investments

Investments are part of your overall plan, and it’s important to review them regularly. We not only help our clients invest their available funds, but also review their existing investments. Through our dedicated in-house research firm and various partnerships, we provide clients with a clear and independent review of their existing investment portfolio. As your new adviser, we assess your risk tolerance, comfort level in investing in different options, and your capacity for loss.

Our focus areas include

Pensions

We offer guidance and support for managing your pension investments effectively.

Bonds

Our advisers can help you understand and navigate the world of bonds.

ISAs

We provide insights on how to make the most of tax-efficient Individual Savings Accounts.

EIS & SEIS*

Explore investment opportunities with Enterprise Investment Schemes and Seed Enterprise Investment Schemes.

Investment Accounts

We help manage investment accounts for optimal growth.

School Fee & University Fee Planning

Our expertise extends to planning for education expenses.

*EIS and SEIS are not suited to everyone. Advice in this area is specific to High Net Worth Individuals (HNWI) and Self-Certified Sophisticated Investors (SCSI) only.

Choose Seymour Financial Services to help you grow your investments, review your existing portfolio, and achieve the standard of living you desire. Contact us today for a complimentary consultation with one of our experienced advisers.