Investment Management Service

Thomas Carroll Independent Financial Advisers offer an expert Investment Management Service. The right investment portfolio should reflect your tax position and align with your attitude to risk.  It should further meet your requirement to generate income, growth or a combination of both.

Your investment portfolio requires good, tax efficient returns, diversification to protect against pitfalls and investments tailored to your circumstances and mindset.

Our Investment Management Service* includes:

  • A designated investment adviser to provide you with a continuity of service
  • An assessment of your investment objectives and attitude to risk
  • Construction of an appropriate portfolio of investments
  • Regular reviews of your investment portfolio and financial goals
  • Liaison with your other professional advisers
  • Regular client newsletters

We would be delighted to discuss review your current arrangements and discuss our Investment Management Service with you. Whatever the nature of the review, as a Chartered Financial Adviser, you can be assured that we will provide a solution that is based entirely on your needs.

*The value of investments and the income derived from them may go down as well as up.

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  • About

    Established in 1972, Thomas Carroll is a multi discipline risk consultancy covering business and personal insurance, financial services, health, safety and employment law.
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#HappyFriday! We can't wait to attend the #Finance Awards Wales later on where our Finance Manager @5arahLou83 is shortlisted for Financial Controller of the Year. Good luck Sarah! @finawardswales #finawards

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