Setting out a low-stress road map for clients to follow
Credencis is primarily a pensions and annuities advice company with ancillary services that include mortgage brokering, insurance, property investment advice, saving and investment fund management.
Whilst the majority of persons in the UK save for retirement through a pension scheme of one sort or another, there are some clients who choose to invest and additional part of their earnings into savings schemes, property and other low risk capital ventures.
A portfolio can be strategically nurtured for long-term growth whilst incorporating flexible methods that are adaptable for taking advantage of short-term investment opportunities.
A wide range of uncorrelated asset classes, including developed and emerging market equities, fixed interest, commodities, property, and hedge funds
An investment strategy that looks to exploit changes in the financial markets using a dynamic asset allocation process
A quantitative and qualitative approach to reduce market risks whilst targeting positive returns
A personalised portfolio designed to deliver clients individual lifestyle objectives
Portfolios can include structured products and portfolio protection techniques
Fund management services
Presently there are approximately 6000 fund managers operating in the UK, Credencis believe from many years of experience that there are under 200 who consistently perform above expectations and retain a continued interest in seeing realistic, secure fund growth for their clients. Through the relationship Credencis has with a select pool of fund managers, the company is continually referred by word of mouth by highly satisfied clients.
Thorough and comprehensive financial advice
With all investment, savings or insurance cover, Credencis present accurate, clearly explained information so that clients are fully aware of their options, obligations and rights. Credencis work beyond this to offer only the trusted, leading edge products that consistently provide great value with pleasing costs/deductions.