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Investments

WE ARE HERE TO HELP YOU

We are ready to assist you, with a full new range of Investment and Pension services
available, whether you are looking to establish new financial planning
strategies or review your existing ones for yourself, your family, or your employees.
We are dedicated to helping you maximise your investment opportunities.

Our strategy is focused on obtaining excellent
Investment and Pension performance with low charges, to deliver on your
needs and requirements for the future strategies or review your existing ones for yourself
or your employees. 
We are dedicated to helping you maximise your investment opportunities.

 

You might have recently come into a lump sum of capital, such as 
through inheritance, or perhaps you've gradually amassed savings
over time. In either scenario, our expert investment advice and
continuous advisory service can prove
beneficial. 


 

INVESTMENTS
 

You might have recently come into a lump sum of capital, such as 
through inheritance, or perhaps you've gradually amassed savings
over time in an ISA or other investment account/investment type. You may have a potential
Capital Gains Tax liability and would like advice. In any scenario, our expert investment advice and
continuous advisory service can prove beneficial.


 

PENSIONS
 

You may have previous Pensions with a range of previous employers
and would like to find out how where these are, how these are performing,
where these are situated and what use these will be to you and your future retirement.
We can review all of this with you with a view to bringing these together to optimise
future performance and to ensure their your retirement goals are met for a peaceful
retirement when the time comes.

 

 

HOW CAN WE HELP?

We thoroughly assess every aspect of your financial situation and future objectives to ensure
that our approach is tailored to your needs. Your funds are in invested with consideration and in harmony
with your ethical and social value.

 

Through our ongoing advisory services, we provide annual reviews to guarantee that your
investments remain with your desired objectivities.




The value of investments and the income they produce can fall as well as rise.
You may get back less than you invested.

CONTACT US TODAY FOR A FREE CONSULTATION

VISIT US

Mike Hosannah Associates

223 Longley Rd,

London

SW17 9LG

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    © Mike Hosannah Associates 2024

    By clicking links to external sites on our website, you will be departing from the regulatory site of Mike Hosannah Associates Neither Mike Hosannah Associates 

    nor Rosemount Financial Solutions (IFA) Ltd are responsible for the accuracy of the information contained within the linked site.

     

    Mike Hosannah Associates  is an Appointed Representative of Rosemount Financial Solutions (IFA) Ltd which is authorised and regulated by the Financial Conduct Authority (FCA).  Entered on the FCA Register (https://register.fca.org.uk/) under reference 535515. Registered as a Limited Company in England & Wales No 05668905.  Registered Address:  Rosemount House, 2-4 Chequers Road, Basingstoke, RG21 7PU.

     

    The information contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

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