Kliskey Independent Financial Services

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24/03/2020

CORONA VIRUS UPDATE.

It is with heavy hearts, extensive discussion, FCA advice and government guidelines that we have taken the decision to close our office and operate with restricted business hours.

We will be available to answer your calls between 9.30AM-12.00PM on Mondays, Wednesdays and Thursdays. This is so we are able to answer urgent queries. There will only be one of us in the office at any one time in order for us to protect ourselves from one another. We can be contacted during our normal working hours (Monday-Thursday 9.30AM -4.30PM) via email: [email protected]

We have sent all clients a full update via newsletter.

Thank you for your understanding. We are simply trying to do our best by both our clients and our staff. There may be further changes to come.

Wishing you all good health during this increasingly difficult time.

Happy St Piran’s Day. Kernow Bys Vyken!
05/03/2020

Happy St Piran’s Day. Kernow Bys Vyken!

19/12/2018

We are now closed for the festive period - we will reopen at 9.30am Monday 7th January 2019.

If you have any urgent queries during this time please email [email protected] and we will do our best to answer.

Wishing you all a very Merry Christmas and a Happy New Year from all at Kliskey Independent Financial Services.

We have now moved offices and are located at - 66 Morrab Road, Penzance. We look forward to seeing you!
05/11/2018

We have now moved offices and are located at - 66 Morrab Road, Penzance. We look forward to seeing you!

The new 2018/19 Tax Year begins on the 6th of April 2018.
30/03/2018

The new 2018/19 Tax Year begins on the 6th of April 2018.

Current deposit rates continue to be underwhelmingly low - this therefore makes it much harder to enjoy acceptable inter...
23/03/2018

Current deposit rates continue to be underwhelmingly low - this therefore makes it much harder to enjoy acceptable interest from your monies.

Excess monies left in deposit accounts can have a hugely negative effect on growing your capital.

Where suitable, this an area that we would advise placing a portion of these monies into an investment. If you believe yourself to be a Low Risk Investor we have suitable products to suit your needs too.

We offer a product that in unique to the market in that it provides you with a Quaterly Bonus Rate - which is currently 3.7% within an ISA and 2.9% in an Investment Bond.

If this product is of interest to you please do get in touch for further information.

We are contactable via:
Facebook Messenger
Tel: 01736 330186
Email: [email protected]

Long Term Care refers to continuing medical and social services designed to support the needs of people living with chro...
16/03/2018

Long Term Care refers to continuing medical and social services designed to support the needs of people living with chronic health problems that affect their ability to perform everyday activities.

Long Term Care services include traditional medical services, social services, and housing. If you have over £23,250 in assets you will be responsible for paying for your own care should you need it. We are able to advise you on how to financially plan for this situation.

If you would like advice in this area, please get in touch. If we are unable to help we will be able to direct you to someone who can - Age UK have great online information that is clear and simple to understand.

We are contactable via:
Facebook Messenger
Tel: 01736 330186
Email: [email protected]

At Kliskey IFS we provide an ongoing advice service which includes a specific Annual Review month each year.Within our A...
09/03/2018

At Kliskey IFS we provide an ongoing advice service which includes a specific Annual Review month each year.

Within our Annual Review Report we provide you with the annual returns of the investments you hold and highlight discussion points for our meeting.

Our Annual Review meeting is an opportunity to update us on the past 12 months and any financial changes that may have occurred. We are able to discuss the returns achieved over the past 12 months and confirm that the portfolio is still suitable for you.

Annual Reviews are extremely valuable to clients as they ensure the advice received continues to be appropriate.

If you would like more information on our Annual Review Scheme please get in touch.

We are contactable via:
Facebook Messenger
Tel: 01736 330186
Email: [email protected]

Following on from our previous post about the annual ISA Allowance, this week we have turned our focus to Help To Buy IS...
02/03/2018

Following on from our previous post about the annual ISA Allowance, this week we have turned our focus to Help To Buy ISAs.

Help To Buy ISAs are available to all first time buyers over the age of 16. You can open a Help To Buy ISA with a lump sum or ISA transfer of £1,000 and continue to contribute a maximum of £200 per month.

Once you purchase your first property you will receive the 25% Government Bonus. This Bonus is capped at £3,000 per Help To Buy ISA.

In order to qualify for this bonus the purchase price of your house can be up to £250,000 (£450,000 in London). The property also needs to be purchased with a mortgage.

The Help To Buy ISA is available per person not per household - therefore if you are purchasing a house together and have both maximised your contributions you could receive £6,000 from the Government towards your first home.

Although we do not directly arrange Help To Buy ISAs they are available from a number of banks and building societies. If you would like any more information please do get in touch.

We are contactable via:
Facebook Messenger
Email: [email protected]
Tel: 01736 330186

Attitude To Risk (ATR) is how we assess the suitability of an investment for a client. By completing the advice process ...
23/02/2018

Attitude To Risk (ATR) is how we assess the suitability of an investment for a client. By completing the advice process with us we are able to determine the most appropriate investment for you - we are able to place you into a risk level ranging from 'Low' to 'High'. The information we correlate then allows us to make the correct recommendation for you, taking into account both your ATR and capacity for loss.

Address

Penzance
TR182QT

Opening Hours

Monday 9:30am - 4:30pm
Tuesday 9:30am - 4:30pm
Wednesday 9:30am - 4:30pm
Thursday 9:30am - 4:30pm

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