Finding the best home for your savings and investments

To enhance your wealth, you need an investment plan. Just as you would review your mortgage arrangements or pensions on a regular basis, so should you review your investments.

My investment and tax planning services include working with you to find out your attitude to investment risk. I will take the time to understand your current circumstances, your ambitions for the future and the returns you want or expect. Together we will come up with a tailor-made plan that uses the right investments to help you meet your objectives.

Investing your money in the right way can bring significant benefits in the future

Many people pay too much tax, or miss out on opportunities to reduce their tax. If you have investments, or pay higher rate income tax, you should regularly be reviewing your options.

Tax planning need not be complicated. With my years of experience, I can advise you on how to make your investments more tax efficient, depending on your individual financial situation.  Working together I will show you how using the right investment vehicles can utilise all your tax allowances to the greatest effect. We’ll work out a way to spread the risk and create income streams to support your aspirations, reducing your tax bill both on maturity and throughout the lifetime of the investment.

My services don’t stop at the advice. I will take the time to make sure you understand all the options and why I am recommending a particular course of action. I will have taken your current situation and future plans into full consideration. You will feel confident and secure in the knowledge that you will always know what is happening to your money.

Please contact me for an initial chat and to make a mutually convenient appointment to review your investments. An initial meeting is free of charge and without obligation.

The value of your investments can go down as well as up, so you could get back less than you invested.