Whether you’re looking to invest a lump sum or set up a regular payments service, we can provide expert advice about the right products to meet your goals. We have over 200 Financial Planning Managers nationwide, so we’re sure to have someone local to you.Find out:theinvestorscentre.co.uk

The first step is to book a meeting with a Financial Planning Manager who will discuss your current situation and confirm that investment advice is suitable for you. They will answer any questions you may have and then explain the recommendations in detail. They can then help you complete the necessary forms if you’re happy to go ahead with the advice.

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Advisers can either offer independent or restricted advice. Independent advisers can recommend any retail investment product that meets your needs and objectives whereas restricted advisors will only be able to recommend a limited range of products or providers. It’s important to understand the difference before you choose an adviser as it will affect how much your advice costs.

Some UK investments are not available to US citizens due to differences in regulation or because they are considered Passive Foreign Investment Companies (PFICs) under U.S. tax rules. This can have a negative impact on the performance of an investment portfolio.

All investments can rise and fall in value, so you could get back less than you invest. We will always explain these risks before we make any recommendations. There are different charges for Investment advice depending on the type of service you choose, but we will always be transparent about these before you agree to proceed. You can pay these charges upfront or agree with your adviser that they are taken from the amount you invest.