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Investment Services

Coalescent Group Ltd

Coalescent Group Ltd is a UK-based company that specializes in Investment and Financial Services. With a focus on providing top-notch investment solutions to its clients, Coalescent Group Ltd has established itself as a reliable partner for individuals and businesses alike. The company's expertise in financial planning and wealth management has made it a go-to choice for those seeking to secure their financial future.

Introduction to Coalescent Group Ltd

Coalescent Group Ltd is a financial services company based in Manchester, England. The company was founded with the goal of providing innovative and personalized investment services to clients. What sets Coalescent Group Ltd apart from other companies in the industry is their focus on developing long-term relationships with their clients and providing tailored solutions to meet their individual needs.

Services & products

Coalescent Group Ltd offers a wide range of investment services, including portfolio management, financial planning, and wealth management. They work closely with their clients to understand their financial goals and develop customized investment strategies to help them achieve those goals. Additionally, the company provides access to a range of financial products, including mutual funds, stocks, and bonds.

Location

Located in the heart of Manchester, Coalescent Group Ltd is surrounded by a vibrant business community. The area is home to a variety of businesses, from small startups to large corporations, and is known for its entrepreneurial spirit. The company is conveniently located near several public transportation options, including the Manchester Victoria train station, which is just a short walk away. Other nearby options include the Shudehill Interchange and the Exchange Square tram stop.

Benefits

Customers choose Coalescent Group Ltd because of their personalized approach to investing. The company takes the time to get to know each client and their unique financial situation, which allows them to develop tailored investment strategies that are designed to meet their specific needs. Additionally, the company has a team of experienced financial professionals who are dedicated to providing exceptional service to their clients.

Good to know

Customers should be aware that Coalescent Group Ltd is a fee-based investment advisory firm. This means that the company charges a fee for their services, rather than earning commissions on the products they sell. This ensures that their interests are aligned with their clients, and that they are always working in their best interests.

Reviews

Coalescent Group Ltd has received positive reviews from customers, who praise the company for their personalized approach to investing and exceptional customer service. Clients appreciate the company's commitment to understanding their financial goals and developing customized investment strategies to help them achieve those goals. Overall, Coalescent Group Ltd is viewed as a trusted and reliable partner for individuals and businesses looking to grow their wealth through smart investing.

Amenities

  • amenity
    financial planning
  • amenity
    robo-advisor
  • amenity
    tax planning
  • amenity
    retirement planning
  • amenity
    portfolio management
  • amenity
    wealth management
  • amenity
    asset allocation
  • amenity
    risk management

FAQ

What types of investment products do you offer?

We offer a range of investment products, including stocks, bonds, mutual funds, exchange-traded funds, and alternative investments such as real estate investment trusts and private equity funds.

What is your minimum investment amount?

Our minimum investment amount varies depending on the product and service chosen. However, we strive to make our services accessible to all clients, regardless of their investment amount.

What fees do you charge for your services, and how are they calculated?

Our fees vary depending on the product and service chosen. We charge a percentage-based fee for our investment management services. Our fees are calculated based on the size of the client's portfolio under management.

Can you provide examples of past performance for your investment portfolios?

Yes, we can provide past performance data for our investment portfolios. However, past performance does not guarantee future results, and we encourage our clients to carefully consider their investment objectives before making any investment decisions.

How do you develop an investment strategy for your clients?

We develop an investment strategy for our clients based on a thorough analysis of their investment objectives, risk tolerance, time horizon, and financial situation. We then construct a diversified portfolio that aligns with their goals and objectives and monitor and adjust the portfolio as needed to ensure it remains on track.