Investments / Portfolio Planning

Today there is a bewildering range of savings and investment vehicles and options available and building an investment portfolio much take into account tax opportunities and implications as well as a host of other implications and considerations.

We will discuss and consider various areas before coming to a recommendation, including:

  • Your goal and investment objectives – are you saving for an event, have an income requirement or simply looking for capital growth?
  • Your willingness to take risks and how you would like your portfolio to be structured.
  • Your current tax position and how any investment will impact on this.
  • Your thoughts on whether you can you afford to lose all or part of your capital and risks involved.

As part of our review and recommendations we will consider many types of investments, together with your objectives and the risks you are prepared to take. The range of products that we consider include tax efficient vehicles such as ISAs, onshore and offshore investment bonds and pooled investments, such as unit trusts and OEICs.

Whatever we recommend, we will guide you through the process and ensure that you understand the product recommended and are happy with the risks and rewards involved.

We can help!

Contact us now for qualified advice