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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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