Mike Coram Associates

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As part of a complete financial planning solution, we will look at the investments best suited to you based on your risk-reward profile, your current financial situation and your investment objectives and long term plans. This can be a one off investment or can be regular savings and investments - again this depends on your situation and will be discussed during a meeting.

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The large number of choices available for investments can be overwhelming and confusing. Ensuring you understand our recommendations and the advantages or disadvantages of certain choices is a key part of the advice process. Our explanations are intended to be clear and relevant although we will provide you with more in depth detail if required.

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We also look at asset preservation and wealth management; choosing tax efficient investment strategies where they are suitable. Careful estate planning can help to reduce the erosion of family assets caused by inter-generational taxes, divorce and remarriage or a wide range of other scenarios. 

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Our advice on investments is independent and covers the whole of market.

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