Accudo Investments offer the full spectrum of personal financial advice.
Due to our extra tax, investment and pension qualifications and experience, we specialise in holistic multiple wrapper retirement income planning. In simple terms this means taking advantage of all available tax planning opportunites throughout the accumulation stage of saving for retirement and taking income from the most beneficial "pots" during retirement.
Our office at Cumberland Business Centre, opposite Priory School.
There is free parking available for our visitors.
Coming from a stockbroking and accounting background we have developed into general practitioners of investment and financial advice, offering a range of IFA services sourced from the whole of the market:
Life Insurance High Net Worth
Inheritance Tax Planning
Investing for children
Here is a synopsis of our professional background:
Igor Novakovic DipPFS, Cert CII(MP), MCSI
Qualified DipPFS registered Independent Financial Adviser with the Financial Conduct Authority. Member of the Personal Finance Society, Chartered Insurance Institute and Chartered Securities Institute. Member of Hampshire Chamber of Commerce.
Established and managed a high street branch for Edward Jones Stockbrokers in West Street, Fareham, Hants in July 2002. Co-founder of Accudo Investments Ltd.
I live and work in Southsea with my business partner and wife Claire and we both thoroughly enjoy being in this area. I have 4 children and my interests include sports, film and cooking.
Claire Csoka ACA
Qualified Chartered Financial Adviser with the Chartered Insurance Institute (APFS) and registered Independent Financial Adviser with the Financial Conduct Authority. Qualified Chartered Accountant with ICAEW and BA (Hons) Degree in Economics from Nottingham University.
Member of Chartered Institute of Accountants in England and Wales. Member of Hampshire Chamber of Commerce. Worked as an auditor at Arthur Andersen in London prior to establishing and managing a high street branch of Edward Jones Stockbrokers on Holywell Hill, St Albans, Herts. Co-founder of Accudo Investments Ltd.
Being married to Igor I also live and work in Southsea and echo his sentiments regarding our love for this area. We have 2 children together, Gracie and Nicholas and I have 2 stepchildren Eve and Sasha. My interests include travelling, reading, running and socialising.