Investments

Investments

Our Expertise:

  • Offshore / Onshore Bonds
  • Unit-Linked Funds
  • Multi-Asset Funds
  • Unit Linked Funds
  • Active Management
  • Lump Sum or Regular Investment

In an era of low bank deposit rates, Sydney Charles Financial Services has built up a strong track record of providing real returns for its clients. Our philosophy is to work with a select number of investment managers who provide active management across a well diversified spread of asset classes to spread risk and provide the potential for capital growth, in line with your chosen risk profile.

For more details and assistance with your investment requirements please fill out an enquiry form or contact our team of advisors today.

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Historically returning in excess of 6.5% on pensions and investments*
Historically returning in excess of 6.5% on pensions and investments*
*Please be aware that past performance is not a guide to future returns. You could get back less than your original investment.

Key Contacts



Paul McCormick DipPFS

Financial Adviser, Financial Services
Email Paul