Oval Financial Services approach to investment is a simple one – we provide the advice and leave the management of capital to experts.

Since 2000 we have seen unprecedented levels of volatility in world markets and the approach to running investments in the 80’s and 90’s no longer reflects the realities of  today’s investment climate.

Oval has responded to this new world by introducing our Investment Service ensuring clients benefit from a comprehensive yet straightforward procedure offering the following -

• A full review of your existing investments and overall situation – taking into account today’s much higher levels of market volatility.
• Establishment of  your risk profile and specific requirements.
• Maximisation of your tax allowances and current tax regimes.
• Provide a comprehensive report outlining our recommendations.
• Access to a range of independent Discretionary Fund Managers.
• Periodic portfolio reviews at pre agreed intervals – essential in the present investment climate.

The service also includes advice on competitive cash accounts and capital protected investments. In essence the Oval approach is a modern one based on the realities of the global environment investors now occupy.

Contact us to find out more about Oval’s Investment Service.