How to Start Investing
Creating a medium to long-term investment plan is a good way of funding your financial ambitions or providing an emergency fund for a rainy day. Although riskier and less flexible than placing your money in a cash account or ISA, you have the opportunity of receiving a higher return on your investment in the medium to long-term.
Investing to provide a future income
Certain investments can be set up to supplement monthly income, whilst most people receive their primary income through their salary, some rely on their investments to fund their lifestyle goals or manage their day-to-day costs.
Investing a lump sum/inheritance
If you are fortunate enough to have received a lump sum of money through inheritance or even redundancy, our advisers can devise an investment portfolio that balances your new wealth with your existing financial situation, plus answer any key lifestyle issues that may arise out of unexpectedly receiving a lump sum or inheritance.
Got any questions? Just call us on 0117 907 1965