Pensions & Investments

Many of our clients have held investments and pensions with us for over a decade and have experienced how a well managed fund can produce very attractive returns over the years.

However we understand that entering into these types of contract can be nerve racking for the best of us!

We endeavour to keep things simple and find a fund suitable for those who want to take very little risk right the way through to individuals who have a more “adventurous appetite”

Either way we believe that risk can be spread through diversification (not putting your eggs in one basket)

If you think of risk on a scale of 1 to 10 the graphs below illustrate the “make up” of a typical risk 3 fund and in contrast a typical risk 6 fund.

A Typical Risk 3 Fund

A Typical Risk 6 Fund

We recognise that priorities and situations rarely stay the same. An important part of our service is an annual review. We take time to ensure that your personal circumstances haven’t changed, reforms in legislation haven’t affected our advice and your feelings towards risk have not altered. This means we can reshape your investment to meet your needs on an ongoing basis.

Progressive FInancial Solutions Ltd is Authorised and Regulated by the Financial Conduct Authority.

Progressive Financial Solutions Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 590518

The Financial Conduct Authority does not regulate will writing and taxation and trust advice or some forms of buy-to-let mortgages.

Our registered office address is Finance House, 20/21 Aviation Way, Southend on Sea, Essex SS2 6UN. We are registered in England and Wales.

Companies House registration number 04549024.

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

AS A MORTGAGE IS SECURED AGAINST YOUR HOME, IT COULD BE REPOSSESSED IF YOU DO NOT KEEP UP THE MORTGAGE REPAYMENTS.

THE VALUE OF YOUR INVESTMENT CAN GO DOWN AS WELL AS UP AND YOU MAY NOT GET BACK THE FULL AMOUNT YOU INVESTED

FINANCIAL PROTECTION POLICIES TYPICALLY HAVE NO CASH IN VALUE AT ANY TIME AND COVER WILL CEASE AT THE END OF THE TERM. IF PREMIUMS STOP, THE COVER WILL LAPSE.

If you wish to register a complaint, please write to info@pfsolutions.co.uk or telephone 0800 122 3232. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.