A comprehensive review and analysis of your savings and investments, whether compulsory e.g. a pension fund benefit or discretionary e.g. personal savings. It may involve the transfer and/or placement of funds into proper investment vehicles with the aim of helping you to achieve your future financial goals and objectives. We cover a wide range of investments in our planning process, including retirement funds, unit trusts, share portfolios, endowments, cash accounts, offshore investments and tax-free savings accounts. General investment advice, for example, purchasing a property, is also provided where required. I need this.