With our advisory services, you make your own decisions while working alongside your Private Banker/Investment Advisor.

You have complete control of your portfolio, and can feel confident that you understand the rationale and risks involved in any investments you make.

Whether you’re experienced or new to investing, we can give you the appropriate level of advice. The service is highly collaborative. We make recommendations and discuss them with you in detail before you make the final decision. The advisory investment service helps you to construct and manage your portfolio, and also gives you updates and reports. This service could be suitable for you if you want to make your own decisions based on our investment advice.

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Fintech can help you establish a robust financial foundation while providing the ongoing advice you need to preserve and enhance your wealth for generations.

Key aspects of our strategy

A full range of Life, Serious Illness, Income Protection, Pension Term, and Unit Linked Comparative Quotes plus Business Assurance reports, and Health Insurance comparisons.

Product Fact Sheets and a full Comparative study of products covering Unit Linked Bonds, With Profit Bonds, Tracker Bonds, Deposit Products, Guaranteed Bonds and Regular Savings.

Our Fund Advice section provides Fund Fact Sheets and comparative Fund Performance details based on Fund Price information from the leading supplier of information in this area.

Choose an approach that’s right for you

Major Purchase

This is for investors who are saving for a home down payment, future tuition, or any other specific purchase or event.

Build Wealth

Often you don’t have a specific reason to save your money but still want to grow your wealth over a long period of time.

Safety Net

This is one of the highest priority goals we recommend for investors, designed to ensure you have an emergency fund.