UptownCreditUnion aims to advise clients in financial matters. We work towards personal relationships whilst providing a reliable service. Our approach is about understanding and achieving your individual financial goals and aspirations. This includes personal life goals and future succession planning.
UptownCreditUnion can help form your personalised investment profile which identifies your goals, time horizon, income needs and risk tolerance. We will then select investment solutions based on the advisory program that best suits your needs.
All our services are centred on your financial goals in order to safeguard your assets and to achieve successful long-term strategic growth. Understanding your needs and aspirations is one of our priorities, we appreciate that no two individuals are the same, which is why our investments are carefully selected, checked and monitored closely to ensure that they are suitable for your specific circumstances.
Whenever required, and where the possibility exists, we attempt to provide a solution in cooperation with our business partners, where this is not viable we will seek out third parties to provide a direct solution for our client. Finally, it is also our aim to keep you informed and ahead at all times; another reason why regular communication with you is important to us.
