Professionals

Bluebond Investments is actually a trading name of PIFA ltd. – This stands for Professional Independent Financial Adviser. Since 1998 we have been advising small business owners and professionals – Mainly legal professionals, medical professionals and IT professionals. Most professional clients work in or own small practices and so are either self employed or own small limited companies. This requires specialist experienced financial planning and advice.

Working almost exclusively with professionals like you, we have built a high level of expertise in your requirements for structured planning and straightforward advice to grow and protect your wealth. As a higher rate tax payer, you will also wish to proactively mitigate your tax liabilities tax as much as possible.

In terms of financial planning and financial advice you will be similar to most professionals and successful small business owners and have similar needs – essentially you are income and asset rich but time poor.  As you are very busy, you  only devote a little time to properly managing your financial affairs and so would prefer to build a long term trusted relationship with a professional fee based financial planner to help you achieve your personal and financial goals.

Our aim is to make sure that you set up a simple and flexible plan to meet your objectives and then ensure you keep it under regular review and act to ensure you meet your planned objectives.

We aim to ensure you never have to worry about your money again.

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