Did you know there is a Hub in Grangemouth too?
Today’s Tenant Tuesday is about Antonine Investment Managers who provide independent financial advice to both private individual and corporate clients. They are situated not in Falkirk Business Hub but at our sister site, The Hub in Grangemouth.
What do they do?
Antonine Investment Managers purpose is to create, preserve and enhance their clients wealth. They will listen to each of their clients so they fully understand what their situation is and what they want to achieve. They use their experience to proactively identify any potential issues in addition to opportunities that may help clients plan for their future.
They can offer advice on everything from managing wealth to finding the best ways to pass on the wealth which their clients have created.
Chartered Financial Planners
Antonine Investment Managers have been awarded the prestigious title of ‘Chartered Financial Planners’ and are one of only 42 firms in Scotland to have been awarded this status (as of October 2013).
Chartered status (granted by the Privy Council) is the industry’s gold standard for financial planners, and firms are only given this title having undertaken a rigorous assessment process by the Chartered Insurance Institute (CII). It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics.
Antonine Investment Managers clients range from professionals with young families, to those in retirement with capital which they are looking to invest. They provide a tailored personal financial planning service, which is produced ensuring that it will meet the clients current and long-term objectives.
Are you a medium sized business or an entrepreneur? As part of their corporate financial planning service, Antonine Investment Services can provide guidance and independent advice on corporate issues. This service provides a holistic service to small and medium sized business owners, giving consideration to pensions and employee benefit requirements.
Antonine Investment Managers regularly hear from their clients that tell them retirement is a time they dream of when they no longer have to work and they’ve accrued sufficient assets to enjoy a worry-free retirement.
In their experience, few people have a structured and joined-up plan in place when it comes to achieving their goals for a successful retirement. If you are concerned about a possible retirement income shortfall, Antonine Investment Managers can help you to realise your wishes by creating a robust plan specifically tailored to you.
In the past 10 years, there have been a number of significant changes to pension legislation (for example Pension Freedoms in 2015) for which has created additional confusion to what is already a complex area. As all of our advisers hold the Pension Specialists designation, they have extensive knowledge and experience to ensure their clients take advantage of such changes where possible and are also kept informed on how these may affect them.
Antonine Investment Managers provide a really useful selection of factsheets, designed to help clients make more for their money. There are factsheets on things such as Help To Buy ISA’s, Venture Capital Trusts and Inheritance Tax. To find out more information about these financial issues and more you can go to their knowledge centre here.
They also publish the Insight magazine every 2 months which discusses various financial hot topics. The most recent May/June issue is available for download which features the benefits of a Lifetime Individual Savings Account (LISA) as well as the effect that the Spring Budget, which was announced in March.
Getting in touch
If you would like any further information then you can contact Antonine Investment Managers through their website. Their full contact details including telephone number and email address can also be found on their website.