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Financial Management

Living in London, via our sister company Pall Mall Financial Independence Ltd, provides bespoke financial services.  Pall Mall specialises in giving you an honest approach to your finances by using state-of-the-art software, which brings together your income, expenditure, assets and liabilities. Once assembled, it can show you a cash flow analysis of your financial life to the age of 100 to help you make the right financial decisions and plan in advance.

Pall Mall also provides investment health checks on your existing portfolio, reviewing the performance and chargers. By using fully independent analytical software, it can provide a report demonstrating the risk within your portfolio. From this, it can adjust the fund holdings and keep the risk within your portfolio to a desirable level, and keep your portfolio under quarterly review.  This service can be used for your existing Pension funds, ISA's or Investments as well as new investments.

Pall Mall’s services also include risk assessments including advice on life, and income or critical illness assurance, whilst being conversant with the needs of Living in London’s landlords, with regard to buy-to-let portfolio planning and taxation. 

Please register your details to request contact for an informal introductory conversation.