From a young age it has probably been drummed into you that you need to put money aside to save for your future. You should have something for a rainy day…

Of course, the easy answer is to just open a savings account. But you’ve probably looked at the interest rates that are on offer, and come to the conclusion they don’t make attractive reading.

So, what should you do, to get best return on your investment?

The truth is that there is no straightforward answer. It depends on your personal circumstances as to what are the right investment products for you.

It also depends on your attitude to risk. All investments carry some element of risk – the value of any fund can fall as well as rise, meaning you could get back less than you originally put in.

We will talk to you about your plans, and what you want to achieve, and then make recommendations accordingly.

It also depends on your attitude to risk. All investments carry some element of risk – the value of any fund can fall as well as rise, meaning you could get back less than you originally put in.

We will talk to you about your plans, and what you want to achieve, and then make recommendations accordingly.

We aren’t going to blind you with science here, but be reassured that we have expertise in a number of products including:

  • Bonds and Gilts
  • Equities
  • National Savings and Investments
  • Investment Funds
  • ISAs

Not sure what these are, and which one might be right for you? Don’t worry, that’s what we are here to do – make sense of your finances.

If you are interested in learning more about some of these terms, please check out our resources section on the website. Of course, that is not a replacement for us giving you individual advice, but we know some clients like to understand more about financial matters.

If you would like help with your savings and investments, please give us a call on 01344 875 310 and let’s arrange a chat.

need-help-with-estate-planning
need-help-with-estate-planning

Need help with updating your Will, or setting up a Trust or Lasting Power of Attorney?

Maybe you need some support with handling probate? Or you have a loved one faced with long term care?

We can help.

need-help-with-life-planning
need-help-with-life-planning

Instead of building dreams, we want you to build memories. We’ll help you to turn your dreams into reality.

Create that bucket list, and let’s talk about how you can start ticking off your list…