Accudo Investments Ltd

Who we are

Accudo Investments is a small, independent financial planning practice established in 2005. Led by experienced chartered financial advisor Claire Csoka (ACA, CII(CFA)), we provide personalized retirement planning, investment advice, and pension transfer solutions to individuals throughout the UK.

Our mission

Our mission is to empower individuals to achieve financial clarity and security through effective portfolio management, tax optimization, and tailored guidance. We believe in building lasting relationships with our clients and collaborating with them to establish and achieve their financial goals.

What we do

Retirement Planning

• Comprehensive reviews of current pension arrangements
• Development of tailored plans for future retirement needs
• Implementation of defined contribution and defined benefit schemes
• Pension transfer analysis and execution

Investments & Pensions

• Individual portfolio management
• Wealth management advice for investments and pensions
• Tax-efficient portfolio construction
• Regular review and monitoring of investments

Taxation

• Pension optimization strategies
• Tax-efficient investment planning
• Capital gains and inheritance tax planning
• Mitigation of tax liabilities

Millennial Money

• Personalized financial planning tailored to young adults
• Guidance on building wealth and investing for the future
• Strategies for managing debt and building financial security

Our Approach

We take a collaborative and personalized approach to financial planning, taking the time to understand your individual goals, risk tolerance, and financial situation. We then work with you to develop a tailored plan that aligns with your unique needs and aspirations.

What sets us apart

• Independent and unbiased: We are not tied to any specific product providers or institutions, allowing us to select the best solutions for our clients.
• Experienced and qualified: Our team consists of highly skilled and experienced professionals, all of whom are regulated by the Financial Conduct Authority.
• Client-focused: We prioritize open communication, transparency, and personalized attention to ensure that you are fully involved in every step of the process.