There are many reasons for investing. For retirement, school fees, an emergency fund, a wedding, a child’s first car or even a deposit for a first mortgage.
Whatever the reason you will be assailed by adverts suggesting that this, that or the other is the best plan or account.
Much depends on what you are trying to achieve, the time-scale involved, the risk you are prepared to accept and whether we are talking about a lump sum or a regular savings scheme.
Our task is to design a plan which meets your precise requirements and includes as much tax-efficiency as possible.
We are able to work on a fee or a commission basis and this can be decided by agreement.
We continually monitor client investments and will make contact if we feel that adjustments should be made.