Despite knowing Growth, Balanced, Cautious, or Defensive investing methods, many people realise they need help.
To get a better outcome it is likely a more dynamic approach is needed - especially if historically low investment risk suddenly becomes high, causing plans to be upended.
At Shape we try to anticipate events, instead of reacting when it’s too late.
We consult on a wide range of products, including individual pensions, company pensions and individual savings accounts (ISAs)
We can discuss via a one-on-one video call or simply over the phone. Conversations are strictly confidential -
We offer whole of market independent advice after we have assessed client needs and are directly regulated by the FCA, No. 521904