Once you have a cash emergency fund in place and have started saving for your retirement, you may wish to consider your other financial objectives.
For example, are you happy with the rates of interest available in cash accounts? An objective could simply be to invest surplus money for a better return than the interest available on cash accounts. Or it may be a more specific goal you have in mind, such as investing to fund higher education for your children. Regardless of your objective, you would likely benefit from some investment advice.
Investment Advice Tailored to your Objectives
Whatever your objectives our advisers will work with you to tailor plans to meet your needs, investing in tax efficient products which match your personal circumstances. This is especially important as the tax treatment will depend on your individual circumstances. Both your circumstances and the tax rules may be subject to change in the future. Please note that not all areas of Estate Planning or Tax Planning are regulated by the Financial Conduct Authority.
Speak with our Investment Experts Today
It is important to note that investments can go down as well as up, which is why our advisers will carefully consider your timeframe for the investment, the likely returns you will need to aim for to meet your objectives, as well as your capacity for loss and attitude to investment risk.
We have a range of portfolios, which are risk-based, and regularly reviewed through our ongoing service. Your adviser will meet with you to review your objectives and circumstances, and to make any changes to the plans as necessary to meet your objectives.
If you’re interested in receiving expert investment advice, get in touch with our team today.Contact Us