At Hanlon Kneller & Associates we specialise in independent investment advice on existing or new portfolios whether for tax efficient growth or for tax efficient income. We work on a fee basis which is discussed at our first meeting. We prefer a long term relationship with our clients and the first initial meeting if free of charge.
We provide independent advice on clients existing investments as well designing portfolios for new investments which match our clients objectives.
We then offer ongoing monitoring of recommended funds and management of the portfolio.
Hamilton House, 36a Bargates, Christchurch, Dorset, BH23 1QL
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