..:: Investments ::..

Investing your Money

Whether you wish to invest your money on a monthly basis or as a lump sum it is important to take professional advice. We will discuss with you the following before advising you where to place your investment:-
1. Attitude to risk
2. Investment term
3. Tax situation
4. Objective of investment - Growth or Income
5. Reason for investment - School Fees, Retirement, Holiday Home etc
6. Level of Guarantees required

Existing Investments

Perhaps you have existing investments that you are not satisfied with and you wish to change managers without losing tax advantages.

We can research the market and advise you if we think it may be advisable for you to consider switching to another fund or fund manager or even another investment house altogether.

Alternatively you may be happy with your investment but have lost touch with your adviser or have not seen them for a considerable time and are dissatisfied with the service they are providing for you.

It is important for you to agree regular review meetings to ensure that you are kept informed as to the progress of your investment.
One thing is certain, not reviewing your hard earned investments will usually result in disappointment.

Please contact us for a free no obligation appraisal.