At One Stop AccTax, we believe good financial planning starts with getting to know you. Our wealth management strategies are tailored to your individual requirements, so we start by establishing your attitude to risk, desired returns, tax position and ethical views. We also want to understand your immediate needs, and your longer term life goals.
We are authorised by the Financial Conduct Authority to offer independent financial advice on a range of different types of investments and investment wrappers. This ensures we can scour the investment universe and choose from the entire range of products on the market to recommend the right investments and policies to suit your needs.
We always make sure your plans are regularly reviewed and investments are on course to meet your goals. And because life never stands still, we can adapt your plans to suit any changes to your personal circumstances.
SERVICES FOR INDIVIDUALS AND BUSINESSES
We offer a comprehensive range of financial planning services for individuals and businesses.
One Stop AccTax SELECT PORTFOLIOS
Our One Stop AccTax Select Portfolio Service is a collection of five carefully-built model portfolios. Each portfolio is constructed by combining the best performing actively managed funds alongside a selection of passive investments, designed to maximise returns for a pre-agreed level of risk. The result is a cost-effective investment portfolio managed to be in tune with your own attitude towards risk and return.
OUR MANAGED FUND SERVICE
Our Managed Fund Service is designed for clients who need an investment portfolio that matches their specific needs. To achieve this, we use multi-asset investment funds that have access to a broad range of asset classes and geographies. When combined into a single portfolio, these can maximise investment returns for the level of risk you are most comfortable with.
Depending on your investment time horizon, your life goals and your attitude to risk, we can create and manage a truly bespoke portfolio capable of helping you to achieve meet your specific investment goals.
