Investment Advice ...
... from a Chartered Financial Planner. Below are a selection of questions and answers as examples of how we may help.
To begin the process of receiving our advice we will need to collect some
information from you - when you are ready to proceed please follow this link
by clicking
here.
Q: I have a capital sum. What
investments are open to me and what are the risks involved in each?
A: We
will consider your current financial and tax position before discussing the
range of investments open to you to produce either capital growth or income,
as required.
Q: I need to produce an income
from a capital sum. How is this achievable and what are the options?
A: We will compare various
investments that generate an income from cash deposits to equities,
illustrate the likely income and discuss the risks associated with each
option.
Q: I favour investing in cash
but am frustrated by the relative worsening of interest rates each time that
I invest into a new account. Is it possible to remain competitive without
continually moving money?
A: Yes. We can demonstrate how
to maximise interest earned from bank / building society accounts, with the
minimum of administration on your behalf.
Q: I am a higher rate taxpayer.
Is it possible to take an income from my investments without losing much of
it to tax?
A: Yes. It is possible to
generate an income by using the tax breaks available from various
investments. We can guide you to maximise the tax efficiency of your
investments.
Q: My existing investment
portfolio is not working. Are the funds into which I invest competitive? Why
do they all seem to rise and fall in tandem?
A: We can consider your existing
funds. Much may have happened to their management since you first selected
them. We will also consider the correlation of investments within your
portfolio, to try to introduce a measure of stability.
To begin the process of receiving our advice we will need to collect some
information from you - when you are ready to proceed please follow this link
by clicking
here.