INVESTMENT PLANNING

Saving and Investing is an essential part of any financial plan.

Whether you are looking to simply build a nest egg for the future, or you have a specific goal in mind such as a house deposit, funding your children’s education or anything else you can think of, then, we can help you by tailoring an investment strategy to suit your needs.

Money plays an important role in our lives. While it is not everything, it can help you achieve your goals and gives you greater choices and freedoms.

ANY INVESTMENT INVOLVES RISK, BUT YOU CAN CONTROL, TO AN EXTENT, HOW MUCH RISK YOU TAKE ON.

It is important to consider when you are going to need your money when investing: ideally you should aim to hold investments for at least five years to give the monies the best possible chance of growth.

UP TO DATE

We regularly attend leading provider and investment house seminars, this means we are always up to date with the latest industry news and market events.

We are able to advise on:

  • Stocks & Shares ISA’s
  • Cash ISA’s
  • Investment Bonds
  • Unit Trusts
  • National Savings
  • Premium Bonds
  • Savings Accounts
Our expertise covers the whole range of investment options and we will ensure that we utilise the most appropriate and tax-efficient options for your individual circumstances and investment objectives.

REMEMBER ...

The value of investments can fall as well as rise and you could get back less than you invest