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Investments

savings and investments

We believe in Capital Preservation:

Although we have been successfully building our clients’ wealth for over 20 years, our first priority is to ensure you do not lose your
hard-earned money.

If you are looking for alternatives to bank accounts, or want a review of your existing portfolio to see if it could be managed better, then Bankfield has highly qualified and experienced Independent Financial Advisers that could put you in a better position.

Whether you are looking for capital growth, income or both, we will employ tax planning – as well as risk mitigation where required – to ensure that your objectives are met.

Naturally, we would conduct a full review of your circumstances before making any recommendations.

If you are concerned about the risks involved in stocks and shares but are looking for an alternative to bank accounts, we can provide a 100% capital guarantee whilst still giving you the potential for outperformance.

Call us now on 0116 253 5600 to speak to a qualified adviser in confidence and with no obligation, or complete the enquiry form.

Do you have investments with your bank? If so, are you aware of all the charges built into your plans? Do you know how much commission the bank made from your investment? How often do you get full reviews?

From our experience, you will be better served by a firm that is completely Independent and unbiased.  You will enjoy a long-term relationship with your Bankfield adviser, where you will receive regular reviews and a proactive financial planning service.