30/1/17 - Endgame portfolios and the role of credit
From 30 years of experience we've learned the value of personal.
We can help.
Investments
Our advisors have over 30 years of experience, and will work with their expert knowledge to accurately assess your current financial situation, and determine a strategy in which you can achieve your investment goals and objectives.
Wealth Protection
We live in an uncertain world where an anticipated change in health, employment or relationship status can have a dramatic effect of your family, your income or your financial situation. We establish the most comprehensive cover you can get for you and your family within your budget.
Mortgages
Whether you are a first time buyer, multiple home owner, investor, or just looking to compare your existing mortgage, contact us to provide to you, our exceptional mortgage advice using the last 30 years of our knowledge of the mortgage market. Our advisers are on hand to find you a mortgage quickly so you do not lose out to competition.
Pensions
Regardless of the life stage you are at, it is crucial to receive expert advice on pension planning and retirement objectives. Many of our clients retire on more income than they had in employment, due to our expert approach in retirement and pension planning.
Market Updates
Get the best, first.
23/1/17 - Wealth management in a digital age
16/1/17 - The coming pensions crisis
9/1/17 - Robust smart beta strategies
2/1/17 - It's always darkest before dawn
Achieve Your Dreams
At Momentum Investing we love to watch our clients money grow above their expectations, enabling them to do more than they ever dreamed of! We specialise in preserving capital and keeping it intact for subsequent generations, resulting in each generation building on what the previous one achieved. We minimise the losses from death and taxation and grow money in real terms. Over many years, our investment returns annually, have typically been 4% higher than our competitors, through shrewd choice of funds and diversifying across different classes of asset. We don’t want to keep up with our competitors, we want to far exceed them in the way we look after our clients and grow their investments.
Ebenezer House, 51 Zetland Road, Redland, Bristol, BS6 7AJ.
Investment enquiries
For information about Investments, Funds, Shares, Trusts and VCT’S.
0203 858 0640
Investments@momentum-investing.co.uk
Opening hours
Monday - Thursday: 8am - 7pm
Friday: 8am - 6pm
Financial planning and advice
For information about our portfolio management services including latest performance and returns for our clients.
0203 858 0640
Opening hours
Monday - Thursday: 8am - 7pm
Friday: 8am - 6pm
Mortgages
For information about the latest products and the most competitive interest rates from the whole of the market for residential, buy to let and commercial mortgages.
0203 858 0640
Opening hours
Monday - Thursday: 8am - 7pm
Friday: 8am - 6pm
Life Cover
For information about life cover, critical illness cover, income protection, whole of life and mortgage insurance.
0203 858 0640
protection@momentum-investing.co.uk
Opening hours
Monday - Thursday: 8am - 7pm
Friday: 8am - 6pm
Account Administration
Change Personal Details
To make changes to the personal details we hold on file for you.
0203 858 0640
Opening hours
Monday - Thursday: 8am - 7pm
Friday: 8am - 6pm
Pensions & retirement
Pension enquiries
For information on SIPP’S and all other pension enquiries, including Auto Enrolment.
Annuities & drawdown
For whole of market annuity quotes, drawdown illustrations and help with retirement options.
Corporate pensions
For information relating to a Group SIPP, or for new applications.
0203 858 0640
pensions@momentum-investing.co.uk
Opening hours
Monday - Thursday: 8am - 7pm
Friday: 8am - 6pm