Investments / Portfolio Planning

There are a bewildering range of savings and investment vehicles available to the investor, including, amongst others:

• OEICS
• Unit Trusts
• Investment Trusts
• Individual Savings Accounts
• Capital Investment Bonds
• Enterprise Investment Schemes
• Venture Capital Trusts

The right investment portfolio needs to reflect your tax position, aims & objectives and also your attitude to risk. We have recently developed a range of investment portfolios to meet your needs, however, should the need arise we can still offer you bespoke financial planning.

In the first instance we will contact a detailed personal review of your current financial position, aspirations and objectives and your needs. We will then look to develop a planned course of action and present this to you.

Wealth creation and management is an ongoing process and we recommend that you review your financial circumstances on a regular basis, typically annually, to ensure the best chance of your objectives being met.

THE VALUE OF INVESTMENTS AND INCOME FROM THEM MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.