You know you want to make the most of your hard-earned pennies and pounds, but you might not know where to begin. Investments and savings products like ISAs, trusts and bonds are complex and the choice can be overwhelming. We take the confusion out of it by communicating clearly, translating investment jargon into clear, understandable language.
First, we need to understand your financial situation and what makes you tick – plus what you want in the future. Then we sit down and help you understand your options, so you make the right choices and to to help meet your investment goals.
We can also advise on tax efficient investments for your business. If your company has extra cash that isn’t needed for short-term working capital, we can review the circumstances to establish if investing the money is the right option for you. This will include looking at your attitude to risk together with your company's financial situation so we can offer advice and help put in place the right plans.
We can regularly keep an eye on your investments to make sure your portfolio is working as hard for you as possible, at the risk level that suits you.
The performance of your investments can go down as well as up, which could make a critical difference to your financial wellbeing in the future, so reliable financial advice, the right investment products and fund managers you can trust are important.
Remember, we can help with Pensions and Retirement planning too.
HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.