Amalia Trade Investment's approach of identifying our future needs/goals and then working out how to achieve them is a vital approach to reduce the lottery of financial planning. Much bettr than the previous IFA approach of ticking the boxes of financial products that would have left the future very uncertain.
Since investing with Amalia Trade, we have worked together to get a clear understandable plan for our future which gives us confidence and security knowing what kind of lifestyle we can lead. In addition, we have seen gains in our portfolio in a short space of time which is a reassuring indicator. Our meetings are consultative and personal with all decisions made after full discussion and clear explanation.
Like many people, I spend the majority of my time planning for my business, but pay little or no attention to my own finances. Amalia Trade has developed a personal plan for me that allows me to take much greater control of my financial affairs, and plan for the future. Everything now makes much more sense, and I only wish I had got in touch with Amalia Trade sooner!
They took care of me properly and didn't pressue me, rush me or put me down. Excellent customer service!