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Malory Investment Services Limited

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Malory Investment Services Limited

Overview:

Within the financial services industry, and amongst our client base, Malory Investment Services have gained a reputation for providing high quality personal independent financial advice as we are able to help clients choose the very best and most competitive products from the whole marketplace.

The two Directors of the Company, Roddy Manson and Charles Smith have over fifty years combined experience in the Financial Services Industry. They are both qualified and licensed to give advice on all aspects of financial matters in both the corporate and domestic markets and have an enviable reputation for professionalism and levels of service.

We deal with corporate accounts, companies and of course, individual clients. Our services are called upon by firms of solicitors when they require technical expertise with regard to financial planning matters.

Unlike many financial advisers, we simply do not resolve one financial challenge for our clients. We take a broader view, and offer an entire financial package tailored to your lifestyle.

We have developed a programme of financial planning centred on long-term relationships and a philosophy of sustainable investment. Sustainability is the cornerstone of our investment strategy.

We advise on all aspect of financial services. Areas we deal with are Inheritance Tax Planning, Investments, Health Insurance, Life Assurance, Individual and Corporate Pensions and Mortgage advice.

Vision:

Our focus is to continually research the best and most effective methods of financial planning.

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