Falco provides financial advice on everything connected to your finances. We are IFAs (Independent Financial Advisors), which means that our advice will be intrinsically independent, unbiased and in your best interests. With all the appropriate qualifications, experience and certifications, Falco can help you with your investments, pension, life cover, tax planning, trusts and any other query you may have in relation to your financial wellbeing, whether that is personal or in connection with your business.
Falco’s clients are based all over south Wales, including the Vale of Glamorgan, Cardiff, Swansea and Newport, as well as many parts of England including Bristol, Bath and London. We would be delighted to provide you with financial advice wherever you live in the UK.
Whether you just want an IFA to look at your pension, or you need independent advice on life cover, you feel you would benefit from expert advice on tax planning or you want a professional to review your portfolio of investments, or perhaps you want a combination of these services, we are ideally placed to advise you. All our financial advice is bespoke. We will take the time to ask you questions, understand your attitude to risk and listen to your views and concerns regarding your pension, investments, tax planning or life cover. We will then design our advice to fit your individual circumstances, taking into account the bigger picture in terms of your life plans.
Importantly, we will do this in a friendly and accessible way, avoiding jargon and explaining things in plain English. We understand that although financial matters are our passion, for many people this is not the case! You will have every opportunity to ask questions and you will receive honest, clear and transparent information from your Falco IFA.
Contact us today to discuss your financial advice needs. There is no charge for our first meeting and you will be under no obligation to go ahead with Falco.
Personal Financial Advice
Saving for the future is always a good idea, but some ways of saving or investing will be better suited to your needs than others. That’s why it’s also a good idea to speak with an IFA (Independent Financial Advisor) about the options available to you and the pros and cons of each approach.
Options may include Cash ISAs, Stocks & Shares ISAs/LISAs, Investment Bonds, Venture Capital Trusts (VCTs), Enterprise Investment Schemes (EISs) , along with Unit Trusts, Investment Trusts and Annuities, to name a few.
Falco’s approach is your approach.
Corporate Financial Advice
Our advice will be entirely based on what you tell us about your goals for your financial future and lifestyle. We will talk about your plans, whether you have family commitments, dreams or projects you might want to fund, and the type of retirement you envisage.
All IFAs will each have their own personal attitude to risk, but what’s important at Falco is our individual client’s risk profile. As the well-worn disclaimers rightly point out, the value of your investments can decrease as well as increase. It is important to establish how much risk you are comfortable with accepting. Higher risk investments will have an increased chance of volatility, but this brings with it the potential for higher profits. Lower risk investments will have a lower probably of significant fluctuation with a steadier, if lower, rate of return. It’s a wide spectrum and it may be that you fall in the middle in terms of your attitude to risk. Wherever you are on the scale, Falco will advise you on the best investments to match your needs and talk you through the risk implications.