- Do you feel disorganised and in need of a well defined financial plan?
- Are you scared as to what on earth you are going to live on in retirement?
- Are you hoping that your business is your pension but waking in the night worrying about having all your eggs in one basket?
- Have you started saving a number of times, accumulated a mass of paperwork and just need someone to pull everything together and keep you organised going forward?
- Have you used a financial adviser in the past and been disappointed and would now like to talk to someone professional but friendly who can talk to you on your level
These are just some of the ways in which our existing clients have been pleased with our efforts. If any of these problems and desires ring a bell with you - pick up the phone or drop us an email!
Our office in the heart of Historic Old Portsmouth
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:
- There is parking available in front of the building for our visitors.
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 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 Children: Sasha 13, Eve 18 and Grace 2 Interests: Sports, swimming, cinema, reading and Portsmouth football club.
Qualified FSA registered Independent Financial Adviser and Securities Representative. Associate of 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 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 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. Children: Grace 2. Interests: Travelling, reading, walking and cookery.
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 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. Children: Grace 2. Interests: Travelling, reading, walking and cookery.