Investment Portfolio Management

One of our growing areas of success is our Portfolio Management Service. Our Advisors offer a complete financial planning and investment management service and do the work for you. Your financial advisor will recommend the right investment approach and will then manage the investments and pensions on your behalf. You can have peace of mind knowing your investments and pensions are being professionally managed. You can be sure everything is up to date and we’re on top of your finances. We’ll keep you informed and we'll be available at all times should you have any queries or concerns. We will regularly send you newsletters, appraisals and updates on your account and the market in general. You can also obtain current valuations and information online whenever it suits you.

EA Financial Solutions currently advise on a fund value totalling over £30 Million already so you would be in good company.