Funding for retirement

Taking retirement benefits


Saving for events

Investment management


Inheritance tax planning

Cash flow modelling

Long term care

Next generation


Whilst most of us aren’t destined to win a fortune on the National Lottery or Euro Millions, we all aspire to be comfortably well-off financially.

We all have financial goals, and depending on your stage of life these can range from investing for a child’s school or university education, or building up a fund for retirement, or to pass on to children or grandchildren.

With interest rates low, being an enthusiastic saver isn’t on its own enough to secure these goals. If you put money in a savings account its value will be eroded by inflation. In other words, as each year passes your money will buy less.

Investing made simple

So, the alternative is to invest in the financial markets. Taking the decision to invest money can seem like a major step, but with help and advice from our team, building up a portfolio of profitable investments is a realistic ambition.

Investing means introducing risk to your money. Stock market performance can be unpredictable. Investing is all about adopting a longer-term view, diversifying risk, and giving your money sufficient time to grow.

Taking your first steps

Before you begin investing, we will help you take a 360-degree view of your current position. You will need to make sure that your family is financially secure in the event of your death or long-term sickness and that, if appropriate, you’re putting as much as you can afford into a pension plan.

Additionally, it’s important to take into consideration any existing savings and investment plans you may have, and any shares you may have acquired or inherited. Calculating your current tax position and ensuring your will is up-to-date are also important steps in the process of defining a good investment strategy that will work for you.

If you’re new to investing, you’ll be pleased to know that we’ll provide details of the various types of investments in plain English, and explain the part they have to play in building a well-balanced portfolio. Contact us to find out how to maximise your investments.

For more information

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