Brampton Financial Management Ltd
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Policy Check Service

Have you accumulated funds through various Investment plans? (ie, PEPs, ISAs, Bonds, Pensions etc.)

  • Do you know what the charges are?
  • How are they performing?
  • Are they the most appropriate investment vehicles for your risk profile?
  • Do you know what the plan benefits are?
  • Have you lost touch with your adviser?
  • Do you want all your plans held in one place?

We can provide a comprehensive review of all your Investment Plans and make recommendations based on your needs and requirements.