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:
Portfolio Management
Life Insurance
High Net Worth Residential and Investment Mortgages
Inheritance Tax Planning
Pensions including Self Invested Personal Pensions (SIPPs)
Investing for children
Here is a synopsis of our professional background:
Igor Novakovic ASI
Qualified FSA registered Independent Financial Adviser and Securities Representative. Associate of Securities Institute Member of North Hants 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
Children: Sasha 13, Eve 18 and Grace 2
Interests: Sports, swimming, cinema, reading and Portsmouth football club.
Claire Csoka ACA
Qualified FSA registered Independent Financial Adviser and Securities Representative. Qualified Chartered Accountant BA (Hons) Degree in Economics from Nottingham University.
Member of Chartered Institute of Accountants in England and Wales.
Member of North Hants 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
Children: Grace 2
Interests: Travelling, reading, walking and cookery.