Accudo Investments Ltd

Who we are

Accudo Investments is a boutique financial planning and investment management firm based in Portsmouth. We provide independent and tailored financial advice to individuals, focusing on retirement planning, investments, and pension management. Our team of experienced professionals utilize effective portfolio management and tax-strategy expertise to meet your unique needs.

What sets us apart

We understand that every individual's financial situation and goals are different. That's why we take a personalized approach to financial planning, getting to know you, your aspirations, and your anxieties. We develop comprehensive solutions that are thorough, sensible, and tax-efficient.

Retirement Planning

• Comprehensive plans to maximize your Defined Contribution Pension (DCPS) pot and other retirement savings.
• Pension transfer advice for individuals with defined benefit schemes.
• Guidance on setting up and optimizing your self-employed pension.

Investments

• Tailored investment portfolios designed to meet your individual goals and risk tolerance.
• Open architecture platform offering access to a wide range of leading fund houses and investment options.
• Ongoing portfolio management and regular review to ensure your portfolio remains on track.

Pensions

• Assistance with understanding your pension options.
• Strategies for maximizing your pension drawdown in retirement.
• Guidance on navigating complex pension legislation.

Taxation

• Comprehensive tax planning to minimize the impact of taxation on your investments and retirement savings.
• Transparent and clear explanations about tax implications of various financial decisions.

Our Investment Philosophy

Our investment philosophy is built on:

• Risk management: Identifying and mitigating potential risks through diversification and stringent due diligence.
• Return generation: Seeking optimal returns through a mix of asset classes and strategies.
• Sustainability: Considering environmental, social, and governance (ESG) factors in our investment decisions.

Get in touch

We are committed to building lasting relationships with our clients and providing exceptional customer service. Contact us today to schedule a consultation and discuss your financial goals with one of our experienced advisors.