Financial Service
If our health climate has taught us one thing since 2020, it’s that having financial security for those unexpected circumstances is a must. Investments are a great way to build your wealth, create a financial safety net and support your future aspirations.
Omnis Agility carefully constructs well diversified portfolios that reflect our investment approach.
We offer support with financial goal planning, transferring the funds, regular check-ins during and after your investment period and the opportunity to pick up the phone and ask us anything, as many times as you need. We can offer advice on:
Onshore / Offshore Bonds
Individual Savings Account (ISA)
Cash Management
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
*Important note: Trusts and Wills are not regulated by the Financial Conduct Authority. Trusts (if applicable) and Wills services are not part of the Openwork proposition and are offered in our own right.
Tracy from TJD was recommended to me as an adviser who cares about her clients. She took the time to establish what my intentions were for my retirement plans and explore my willingness to take risks in my investments. Her process was informal, relaxed, professional, and informative. It gave me a clear understanding of how I could achieve my desired results.
On an ongoing basis, Tracy and I meet regularly to review the progress towards my financial goals. I receive regular investment information that explains what's happening in the markets and how various events may impact my investment plans
Omnis Agility carefully constructs well diversified portfolios that reflect our investment approach.
Introducing Omnis Agility, a range of actively managed portfolios that are designed to help you achieve your financial goals. Omnis Agility actively allocates funds managed by leading investment managers as well as funds that simply follow broad markets.
Omnis Agility combines the Omnis range of funds with carefully selected Exchange Traded Funds (ETFs) that give us access to additional investment opportunities. In their simplest form, ETFs are funds that aim to track the performance of a specific market. For example, a UK Equity ETF might track the performance of the FTSE 100 index. ETFs can cover a broad range of asset classes and can give exposure to specific markets, sectors, or investment strategies.
By combining the actively managed Omnis funds with ETFs, Omnis Agility aims to deliver efficient, cost-effective and risk-conscious long-term investment returns.
Visit the website - Agility Portfolios | Omnis Investments
Approved by The Openwork Partnership on 17/09/2024
Our team is based in our Exeter and Essex offices allowing us to provide Investment Planning services across a wide area.
An ISA is a medium to long term investment, which aims to increase the value of the money you invest for growth or income or both. The value of your investments and any income from them can fall as well as rise. You may not get back the amount you invested.
We have access to an extensive panel of lenders, allowing us to source a wide range of mortgages.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
Retirement means different things to different people. Retirement planning helps you reach your aspirations later on in life.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
TJD Financial Services Ltd is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.
Membership Number: 1014457
Registered number 13690787