Investments / Portfolio Planning
Today there are a bewildering range of savings and investment vehicles and options available to the investor. Building an investment portfolio must take into account tax opportunities and implications, attitude to risk and reward and balancing it to the need for income, growth or both.
We will complete a Personal Financial Questionnaire to establish your current financial position, aspirations and objectives. We assess all of the above factors with you before making recommendations for your asset portfolio. Wealth creation and management is an ongoing process and we will look to meet regularly to ensure the best chance of your objectives being met.
Investment and Portfolio Planning in a structured manner is a necessity to ensure you achieve your financial goals for both yourself and your family. As your circumstances change throughout your life, your aspirations will change - whether it be for your children's education, purchasing that retirement home abroad or building your financial wealth for additional security.
There are many savings and investment vehicles in the market place - some new and innovative - and we research these products so that our recommendations are tailored to your requirements.
Products available:-
- Deposit Accounts
- National Savings
- Individual Savings Accounts
- Tax Exempt Plans
- Child Trust Funds
- Tax Wrappers and Investment Platforms
- Unit Trusts / Oeics
- Bonds - Distribution, Unit Linked, With Profits
- Onshore/Offshore
.