Investment Planning

Everyone is different. We all have different careers, different aspirations, different hopes and dreams for the future. So when it comes to investing for that future, one size cannot fit all.

You need an investment plan that’s specifically designed around you and your current circumstances and future goals. We’ll do that.

Whether you’re saving for a rainy day or you have a lump sum to invest, the first 30 minutes you spend talking to Pax Financial will be the most important investment you can make. We’ll listen to you and then explain your choices in plain English, discussing the degrees of risk and expected returns, how to keep ahead of inflation, avoid tax where possible and wade through the thousands of routes open to you.

We’ve been doing this for clients for many years and now all of that experience is available to you. Let’s start with those 30 minutes, without obligation, pressure or fuss.

Because we put our clients at the heart of everything we do. We make sure we demystify investment planning and keep everything relevant and easy to understand. We’ll take the time to appreciate where you’re coming from and where you want to go. Using all of our skills and experience, we’ll do our utmost to get you there, with an investment plan that brings hope, security and peace of mind, protecting and growing your money.