Investment Planning

Whether you have £10,000, £100,000 or £1,000,000, the same fundamental principles apply to any successful investment planning:

  • Tax efficiency

  • Managing risk

  • Maximising return

  • Diversification

  • Regular reviews

With interest rates at historically low levels, most people recognise that having some exposure to the stock market within a balanced portfolio can make sense for real returns over time. However, investing in the stock market can be daunting, particularly as markets have been volatile and the choice is huge, with over 2,000 investment funds to choose from.

There are two main reasons people invest:

  • To accumulate a lump sum for the future

  • To provide an additional income

There are, however, numerous solutions and we will use our expertise to establish the most appropriate investment for you, and critically, the right level of risk for you. We will also consider the most tax-efficient option for your circumstances and aim to use diversified investment portfolios with the aim of optimising returns.

The value of investments can fall as well as rise.  You may get back less than you invested.

The Financial Conduct Authority does not regulate tax advice.