“Money isn’t everything but it sure keeps you in touch with your children” – J.Paul Getty

We understand that it is sometimes daunting to know exactly where to invest your money and there is a myriad of information on the internet that can be confusing. We pride ourselves on building relationships with our clients in order that we can understand their needs correctly to advise them on how to invest in the most efficient way

We understand that our clients work hard for their money and it is important that where ever your investments are placed that they are working towards your objectives and making the best possible return.

After you have taken your emergency fund into account you may have longer term plans for the rest of your savings. This may include university fees for your children, a property overseas, a holiday of a lifetime or you may just want to preserve the value of your capital.

Creating and maintaining the right investment strategy is the foundation to securing your financial future. Whether your goals are to maximise income or to invest for capital growth, putting in place a comprehensive plan is the most important step.

The success of any financial plan revolves around the quality of the investment strategy that is adopted and our advisers have decades of experience in advising clients on the most suitable methods of investing their money.

It is equally important to review your existing investments on a regular basis to make sure that they are still meeting your objectives and maximising growth potential.

Some important considerations we would look at when reviewing your current investment arrangements:

  • Is your current portfolio tailored to the correct level of risk that you are comfortable with?
  • Are your investments held in the correct tax wrapper?
  • Are your investments being regularly reviewed to make sure that they keep pace with changes in legislation?
  • Is your investment portfolio current diversified sufficiently?
  • Have you maximised your annual ISA allowances?

If you haven’t reviewed your investments for some time, now might be the time.

It is important to remember that investments are designed to be held for the longer term, usually 5 years.

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