Savings & Investment
Whether investing a lump sum or saving smaller amounts on a regular basis, good financial advice is important. Any risk undertaken must be appropriate to your circumstances.
There are many factors that have to be taken into consideration when investing:
i.e. how long will you be investing for? When will you require access to the money?
We will carry out an analysis of your attitude to risk and what it is you want to achieve from your money.
From this, recommendations will be made on the type of funds in which you could invest your money.
Remember it's impossible to receive independent advice from a bank, or a tied agent (who, as the name suggests, is tied to a particular financial institution).
They are only licensed to recommend products from the institution that employs them.
If you have taken time and worked hard to accumulate your existing
level of investments.
You should consider consulting an independent financial advisor who will guide you through the range of options available to you!
For advice on Savings or Investment CLICK HERE to contact us or click on one of the links to the right for more information.