Shield Knight Investment
Shield Knight Investment is a financial services company based in Pudsey, England. They specialize in investment services and provide expert advice to clients seeking to grow their wealth. With a focus on personalized solutions, Shield Knight Investment is committed to helping clients achieve their financial goals.
Introduction to Shield Knight Investment
Shield Knight Investment is a financial services company located in Pudsey, England. The company was founded with the purpose of providing quality investment services to its clients. Shield Knight Investment is unique because it offers personalized investment solutions to each of its clients, rather than a one-size-fits-all approach.Services & products
Shield Knight Investment offers a variety of investment services, including portfolio management, financial planning, and investment advice. The company also provides access to a range of investment products, such as stocks, bonds, and mutual funds. The investment services are tailored to meet the specific needs and goals of each client.Location
Shield Knight Investment is located in Leigh House on Varley Street in Stanningley, Leeds. The area is home to a variety of businesses, including restaurants, shops, and cafes. Customers can expect to experience a friendly and welcoming atmosphere in the area. The closest public transportation options to Shield Knight Investment are the Bramley train station (1.3 miles away), the Pudsey train station (1.5 miles away), and the Bramley bus station (0.8 miles away).Benefits
Customers should choose Shield Knight Investment because of its personalized approach to investment services. The company takes the time to understand each client's unique financial situation and goals, and then creates a tailored investment plan to help them achieve those goals. Shield Knight Investment also offers a high level of expertise and experience in the investment industry.Good to know
Customers should be aware that Shield Knight Investment is a registered investment advisor, which means that the company is regulated by the Financial Conduct Authority (FCA) in the United Kingdom.Reviews
Customers have given Shield Knight Investment positive reviews, citing the company's personalized approach to investment services and the high level of expertise of its advisors. Clients also appreciate the company's commitment to transparency and communication throughout the investment process.Amenities
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investment advice -
financial planning
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tax planning
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retirement planning
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portfolio management
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wealth management
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asset allocation
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risk management
FAQ
What types of investment products do you offer?
We offer a range of investment products, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). We also offer customized portfolios tailored to individual clients' needs and risk tolerance.What is your minimum investment amount?
Our minimum investment amount is £10,000. However, we encourage clients to invest more in order to benefit from better diversification and potential returns.What fees do you charge for your services, and how are they calculated?
We charge a management fee based on a percentage of the total assets under management. The fee varies depending on the size of the account and the investment strategy employed. We also charge transaction fees for buying and selling securities. All fees are clearly outlined in our client agreements.Can you provide examples of past performance for your investment portfolios?
Yes, we can provide examples of past performance for our investment portfolios. However, it is important to note that past performance is not indicative of future results. We encourage clients to review our performance history as part of their due diligence process.How do you develop an investment strategy for your clients?
We develop an investment strategy for our clients by assessing their financial goals, risk tolerance, and investment time horizon. We also consider market conditions, economic trends, and geopolitical events. Based on this information, we create a customized investment portfolio that aims to achieve the client's objectives while minimizing risk. We regularly review and adjust the portfolio as needed to ensure it remains aligned with the client's goals.Reviews
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Sheraz Akhtar
Positive: Professionalism, Quality, Responsiveness, Value
29-05-2020
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Kamran Hussain
29-05-2020
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Bethany Parker
Outstanding service and willing to go the extra mile. Thank you so much.
29-05-2019
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Lucy Roberts
Very impressed with the service. Cannot recommend enough, will be using the services again to keep building my portfolio, keep me posted!
29-05-2019
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Jay Adams
Great Company to deal with. Always on hand to answer any questions and a very smooth process in purchasing. Will surely be buying through these guys again!
29-05-2019
