Tax efficient investments
Whether you’re investing £10 per month or £1Million, we can help.
It’s essential that your hard earned cash produces an investment return, either for income now or for your future. That’s why we offer a full investment advice and portfolio planning service to new investors and existing investors alike, which helps you to get the most out of your money and achieve your objectives. Our advice will be tailored to fit with your opinions, ethics, goals and budget.
Investment portfolio planning
Investments can be made in different asset classes such as cash, property, equities and fixed interest assets. Different assets perform in different ways and consequently have different risks and rewards associated with them. Therefore the first step in building your investment portfolio will be to select the right type of investment that takes into account your attitude towards risk, your need for income or growth, and the timeframe over which you wish to invest. Over time, we will seek to build a well diversified portfolio aiming to yield higher average returns while at the same time keeping your portfolio within your risk comfort zone.
We would advise that before investing, it’s usually a good idea to have reviewed your mortgage (see Mortgages) and other debts, made sure you’ve looked at protecting yourself against unforeseen events (see Protection & Insurance), built up some savings, and made plans for your retirement (see ‘Planning for your retirement’ ).
Why not take advantage of our free financial health check. Call us on 0845 073 0490 or complete our online form and we’ll contact you to arrange an appointment. We are conveniently located in Hurstpierpoint, Sussex, just minutes from the mainline station at Hassocks and close to Haywards Heath, Burgess Hill, Crawley and Brighton.
