If you’ve got questions about your portfolio, financial position and life goals, book a meeting at your local advisers drop in day to find out if taking advice could help.
Whatever stage of life you’re at, talk it through when your local adviser is next meeting clients in your area.
Important information: It’s best you seek advice if you aren’t sure of an investment suitability, financial plan or your retirement needs. We won’t give you personalised advice during this meeting as we will first need to establish what you need.
This is a chance to see whether you’ll benefit from financial advice. We might discover you don’t need advice, if that’s the case we’ll support you with free information to help you get on track. If you decide to take advice any charges will be discussed in advance, as a rule of thumb the cost is 1-2% of your portfolio.
If you can’t make it to see your local adviser, you can book a telephone appointment.
Over the phone, you’ll still have the opportunity to discuss your portfolio, current financial position and life goals with a financial adviser.
They’ll discuss your next steps and let you know whether you could benefit from personalised advice.
Our website offers information about investing and saving, but not personal advice. If you're not sure which investments are right for you, please request advice, for example from our financial advisers. If you decide to invest, read our important investment notes first and remember that investments can go up and down in value, so you could get back less than you put in.
Pello Capital Limited offers investments and services to clients, which are primarily considered to be high risk investments. Some investments such as contracts for difference use leverage which can magnify gains but equally can magnify losses. Leveraged products may lose investors more than the amount they initially invested. This website is provided for information purposes only. It is not an offer to sell, or a solicitation of an offer to buy, any security, nor enter into any agreement or contract with Pello Capital Limited. All information provided is indicative and subject to market conditions and availability. Not all financial products are suitable for all investors. Before entering into any transaction you should ensure that you understand and have made an independent assessment of the suitability and appropriateness of the transaction into which you are entering and the nature and extent of your exposure to risk of loss in light of your own objectives, financial and operational resources and other relevant circumstances. You should take such independent investigations and such professional advice as you consider necessary or appropriate for such purpose. Past performance is no indicator of future success.
Pello Capital Limited, company number 5267797. Pello Capital Limited is authorised and regulated by the Financial Conduct Authority (FCA) with Financial Services register number 449720 and is a member of the London Stock Exchange (LSE) and Nex Exchange.