Savings and Investments

We Can Help:

Work out a regular savings plan. How much can you comfortably afford to save and where to invest those savings

Provide you with an investment plan for a lump sum
For both of these we will ask you what you hope to achieve, over what timescale and how much risk you’re prepared to take with those savings and investments.
Make sure that investments recommended are suitable for you, that you understand any investment risk involved and that this is consistent with the level of risk you’re happy to take and the return you might expect to receive
Make sure that any product charges are low and that they are not eating into your investment returns
Maximise tax advantages and tax allowances
Monitor and review existing savings and investments to ensure you’re still on track
Advise on any changes that may be necessary to keep you on track

If you are a trustee and need advice on an investment strategy for the trust monies.

We Advise On:

Savings Accounts;
National Savings and Investments
Unit Trusts and OEIC’s
Onshore and Offshore Bonds
Investment Trusts
With-Profit Investments
Structured Products and Hedge Funds
Exchange Traded Funds
Venture Capital Trusts
Enterprise Investment Schemes

In order to find out how I can help you please call me to book a meeting on 01992 310292

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