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Serving Fleet Farnham Farnborough and beyond . . .

Investment Advice

There are many reasons to consider making an investment, and many options in doing so. You may be looking for better returns than in a savings account, or you may be looking for tax advantages. For others, the incentive will be to set up a regular income, or to pass money to family members in a managed way.

Whatever the motivation, there will be various things to consider including:

  • How long are you willing to invest for?
  • What is your attitude to Risk and Reward? – higher rewards can come with higher risk
  • What is your tax situation? Are tax allowances being fully used?
  • Do you need to take an income from your investment?
  • Do you have any investment preferences? Are there locations or types of investment to avoid?
  • Do you need to consider Inheritance Tax mitigation such as putting the investment in trust?

We can help you address all of these questions, within the context of your overall financial circumstances. And we have access to professional research tools which will help us to research the market on your behalf if a particular type of investment is indicated.

If you accept our recommendations, then we can arrange the investment for you. Our Ongoing Advice Service ensures that we keep investments under review and tell you when changes are needed.

There is a risk to your capital and you may not get back the full amount invested. The value of investments and any income from them can fall as well as rise.

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REtirement Planning
Estate planning & Inheritance tax

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Prime Time Financial is a trading style of Keystone Financial Ltd which is authorised and regulated by The Financial Conduct Authority. Keystone Financial Ltd is entered on the FCA register (www.fca.org.uk) under reference 501917. Registered Office; 21 Hazel Street, Sutton in Ashfield, NG17 3FD. Registered in England and Wales. Reg No: 6859888.

The Financial Conduct Authority do not regulate Will Writing, Loans, Credit Cards, or some forms of Mortgage, Tax Advice, Offshore Investments, Estate Planning.

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service Exchange Tower, London, E14 9SR Tel: 0800 023 4567 or 0300 123 9 123 www.financial-ombudsman.org.uk