Investments
Investment or investing means that an asset is bought, or that money is put into a bank to get a future interest from it.
Whether you are planning for the future, saving for childs university fees, fed up with the interest you receive from your bank or simply just looking to make your money grow, we can help you achieve your goals.
Investments can be made in many forms and take on varying degrees of risk, which can make people feel fearful of investing.
There is a wide array of products to choose from as follows:
- ISA’s (Tax efficient savings vehicle)
- Asset back investments (Bonds, Shares, Unit Trust/OEICS)
- Investments for children
- Deposit based investments
- Trusts and Estate planning
- Corporate Investments
So where do you start, are you maximising your tax allowances, are you sure of the risks?
Investments can fall as well as rise and you may not get back the original amount invested.
Tax treatment depends on the individual circumstance of each client and may be subject to change in the future.
Tax planning is not regulated by the FCA.
Investment Calculator
Please note: The calculator can only provide an approximate example of figures and values. There are many factors which could affect the calculations shown such as fluctuations in the market and your personal circumstances.
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Investing and savings need to be taken seriously, and it is essential that you are fully aware of the risks involved. There are products to fit most people’s requirements therefore investing shouldn’t be seen as ‘Scary’.
We will meet with you to establish your investment goals and ensure that you take a level of risk with your investment that you are comfortable with.
As a truly independent financial advice firm, we’ll make sure the investment we recommend to you is selected from the entire market and is most suited to achieving your goals and approach to risk.
So, if you’re looking to invest, review your current investments or just want advice on an associated subject, please get in touch!
The Financial Ombudsman Service is available to mediate individual complaints that clients and financial services businesses aren’t able to resolve themselves. Click here to contact the Financial Ombudsman Service.