Savings and Investments
Our knowledge and experience equips us to advise you on the following about Investments:
Unit Trusts and Investment Trusts, onshore and offshore bonds, ISA's and PEP transfers, annuities as well as ethical/green investments.
Whether you have already accumulated a certain amount of capital that is superfluous to your day to day living needs or would like to get to that position, we can help and advise.
Our customers read about the huge amounts of money that float around in the investment markets, banks, finance houses and other city institutions. These are usually such large figures that we all feel we cannot possibly become a part of it all and have a share for ourselves. This is not the case.
It takes discipline but even if you commit a small sum to longer term savings or investment, you are likely to see returns far in excess of deposit accounts. Admittedly as with all saving there is risk involved but as we are talking years rather than weeks, a look at any past performance chart will show that historically, although not necessarily a guide to future performance, returns have been much higher.
As your Independent Financial Advisers we will, through the use of sophisticated investment profiling software, design an investment portfolio and strategy that matches your risk profile and objectives.
Our client’s capital portfolios typically run from a few thousand pounds to in excess of £1,000,000 and for regular savings, from £25 to several thousand pounds per month.
|
A candle loses nothing
by lighting another candle.
Erin Majors
|
