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Investment Planning Advice and services
Before making any kind of investment you need to consider the following; -
  • How much money do I need in an emergency.
  • What period of time should my investment to be made for.
  • How much risk, if any, do I want to take with my investment.
  • Do I need a mix of income and growth from my investment.
  • How much can you could afford to invest.

Our professional services we will look at the many shapes and forms of investment vehicles available and offer advice on the most suitable. You can choose from ISA's, Unit Trusts, Investment Trusts, Bonds (be they corporate, bank, or building society or investment) to name but a very few. Each one having a different tax treatment but they can all be used to fulfil different long and short-term goals.

Before making any investment you should take the appropriate advice from an Independent Financial Advisor to discuss your intentions further, please feel free to contact us for further information on our investment services.


Financial Solutions
Call Bifac on 01738 447443
Telephone: 01738 552 552
Registered in Scotland Number 232657. Registered Office: Lochton House, Stormontfield Road, Perth. PH2 6BG

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