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Understanding you

Welcome to our Premium financial planning services - investment management page, where we provide tailored financial solutions to meet your needs at every stage of your financial journey. Whether you're just starting to build your wealth or preparing for retirement, we're here to help you navigate the complexities of investing and achieve your financial goals.

Products to achieve your financial goal

Welcome to our Premium financial planning services - investment management page, where we provide tailored financial solutions to meet your needs at every stage of your financial journey. Whether you're just starting to build your wealth or preparing for retirement, we're here to help you navigate the complexities of investing and achieve your financial goals.

Young Adulthood

In the initial phase of your financial journey, our focus is on laying a solid foundation for your future. We offer a range of investment options such as Individual Savings Accounts (ISAs) and Lifetime ISAs, designed to help you save and invest tax-efficiently while building your wealth steadily over time.

Starting a family

The main needs shift from individual to family financial development. Purchasing a home is a watershed moment; after owing a property, the main consideration then involves how to protect existing wealth, including insurance, etc. After the main needs shift from individual to family financial development. Purchasing a home with Mortgage is a watershed moment; after owing a property, the main consideration then involves how to protect existing wealth, including insurance, etc

Planning to retire

As you approach retirement, preserving and maximizing your wealth becomes paramount. Our retirement planning services offer a comprehensive suite of options, including Self-Invested Personal Pensions (SIPPs), annuities, and drawdown plans, to help you transition smoothly into retirement and enjoy financial security in your golden years.

We can provide advice on the following products:

Individual Savings
Accounts (ISA's)

Stocks and
Shares ISA's

Investment Bonds

Guaranteed
Bonds

Unit Trusts/OEICs

Investment Trusts

Venture Capital Trusts
(VCT's)

Offshore nvestments

** The value of units can fall as well as rise, and you may not get back all of your original investment. A pension is a long-term investment. The fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future investment rates and tax legislation. Tax planning and Estate planning are not regulated by the Financial Conduct Authority.

Services

  • We take the time to understand your needs, ambition and attitudes to risk, in order to custom-build a service around this focal point – what is right for you.
  • Evaluating your current financial position and developing your plan – creating a “route map” for achieving your different goals.
  • After confirming the client’s information and needs ,we will implement your plan – make the changes and make it happen.
  • Considering the market fluctuations, regularly evaluating and reviewing investment performance will be undertaken by our advisers.

Contact us now | Get one-on-one financial advice

Legals： Ocean Tide (UK) Ltd is an appointed representative of In Partnership the trading name of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority. Please find our Network Complaints Brochure Here. Registered Address: Tallis House, 2 Tallis St, Blackfriars, London EC4Y 0AB Company Registration Number: 05550351 Place of Registration: England and Wales. Mortgage availability depends upon your circumstances. The Financial Conduct Authority does not regulate some forms of Business Buy to Let Mortgages and Commercial Mortgages to Limited Companies. Not all services we offer are regulated by the Financial Conduct Authority. Your home may be repossessed if you do not keep up repayments on your mortgage. Please note this website is aimed at UK clients only.

Contact us:
Phone: 020 3869 1861 | 020 3869 1875
Email: Kathy.ma@oceantidefinance.com
Address: Tallis House, 2 Tallis St, Blackfriars, London EC4Y 0AB

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