Savings and Investments

Do you have savings that are currently attracting low interest rates? Are you utilising your annual ISA allowance?

There are many different options available to you which can help to grow the value of your savings. From regular savings accounts and tax-efficient ISAs to more high risk products such as OEICs and unit trusts, there are ways to save which will suit everyone, however as with all financial products it’s important to choose the right one for you. An independent financial adviser will be able to identify the right saving and investment strategy by understanding your financial situation, they do this by assessing your income, expenditure, financial goals and attitude towards risk. With each type of investment there will usually be different features, benefits and risks involved therefore you may want to spread your risk in collective investments such as a unit trust or OEIC, or you might want the chance for greater returns by investing in offshore investments.

Investment planning is an ongoing activity and the good news is that by choosing to work with an IFA who will keep in regular contact means we can keep each other up to date with such factors and take appropriate action to alter your investment strategy if necessary. Our saving and investment service reviews the performance of your portfolio, your attitude to risk, and suggests steps to ensure your portfolio has the correct mix of assets for your situation, whether you are investing for accumulation, investing for income, looking for socially responsible & ethical investments or saving for children.

If you would like more information or wish to discuss your situation, please do not hesitate to contact us on: 020 8532 9610

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