Premiun – 尚选投资

彼此了解是投资的基石

欢迎来到我们的Premier - 尚选投资,我们将为您提供量身定制的金融方案,以满足您在财务旅程的每个阶段的需求。无论您是刚开始积累财富还是准备退休,我们都在这里,与您携手,帮您应对投资的复杂性,实现您的财务目标。

中青年期

成立家庭

规划退休

成功退休

哪些金融产品助您成就财富目标

每个人对未来的愿景都是独一无二的,无论您的财务目标是什么,我们都能为您提供有效的投资产品以及服务。

通过运用专业的大数据支持与金融平台,我们将筛选出最适合您的投资产品和组合方式。利用优质的投资产品和基金经理的管理,实现投资的多样化,以及回报与风险的理想组合。

中青年期

成立家庭

规划退休

我们就以下产品提供金融建议:

Individual Savings
Accounts (ISA's)

Stocks and
Shares ISA's

Investment Bonds
(Onshare/Offshare)

Guaranteed
Bonds

Unit Trusts/OEICs

Investment Trusts

Venture Capital Trusts
(VCT's)

Offshare Investments

我们的服务

  • 我们将与您深度沟通,了解您的需求、财富目标和对投资风险态度,在这样的基础上为您量身定制金融服务。
  • 专业评估您当前的财务状况并为您定制理财与投资计划,为您不同时期的财富目标建立全盘规划。
  • 在确认您的情况和需求后,我们将着手实施您的投资与理财规划。
  • 考虑市场波动,我们的顾问将定期评估和审查投资效益。

Starting a family

Planning to retire

Successful retirement

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 Today | One to 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: 30 Crown Place, London EC2A 4EB 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.

Approved by In Partnership FRN 192638 August 2023

Contact Us:
Phone: 020 7965 4599
Email: info@oceantidefinance.com
Address: 30 Crown Place, London EC2A 4EB

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