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Wealth Management
Advent Financial Services specialise in products for both the small investor and for high net worth individuals.
We provide a professional and confidential service to our clients in the following areas:
Asset Management
Our primary business is offering advice in the management of investment funds to investors, institutions and private clients. We offer a wide range of funds that cater for most investor preferences.
We also advise private clients on asset allocation and stock selection.
Assurance and Personal Retirement Solutions
Advent Financial Services provides a range of Investment and Retirement solutions to enrich our customers' investment decisions.
In the changing pensions environment, we aim to provide relevant products and service tailored to customer needs based on the platform of quality customer service.
Our range of products and services includes:
- Personal & Corporate Investment Products - Investment plans for lump sum savings.
- Pre-Retirement Products - Tax Efficient Savings Plans to provide a fund for retirement.
- Post-Retirement Products - Investment of accumulated pension fund when you retire.
Warning: The value of your investment may go down as well as up. You may get back less than you put in.
