This websites use cookies. By continuing to browse the site you are agreeing to our use of cookies. For more details about cookies and how to manage them, see our cookie policy.

Why invest?

There are many different reasons why clients come to us looking for investment advice. Long term investments can help you achieve your financial ambitions such as buying a home, buying a car, starting your own business, or funding school/university fees. Although stock markets can be volatile, your money can have the potential to achieve a higher rate of return than a savings account, which would mean that you will be earning more money in the long term over a faster period of time.

How we can help...

Our advisers can help you understand which investments will match your short and long-term goals. We will match your investments to the levels of risk that you are prepared to take and ensure that your portfolio is well-balanced and flexible to your changing needs. We can also look at the tax efficiency on your investments, to ensure that you are not paying more in tax than is necessary.

 

Understanding Investment Risk

When deciding on your investment portfolio, it is important to understand the relationship between risk and reward. All investments involve a degree of risk and the level of returns can reflect the amount of risk that you are prepared to take.

It is important to note that the value of your investments can go down as well as up, so you could get back less than you invested.

Read more

When was the last time you reviewed your investment portfolio?

Are you struggling to get to grips with the performance of your current investments? Often your personal or economic circumstances can change which could result in a change in your investment strategy. This is why it is important to carry out a review of your investments on a regular basis.

If you have lost touch with your previous adviser, or feel that you are not receiving proper investment advice, Absolute Wealth Management can analyse your investments and give you much needed guidance to help you improve your investment performance. 

 

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.

Read more

 

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. 

Read more

 

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.

Read more

 

 

Got any questions? Just call us on 0117 907 1965

Investment Products

ISA

A popular way of saving is through cash or a stocks & shares ISAs since they offer a flexible way of investing.

Read more

General Investment Account

A General Investment Account (GIA) is a flexible investment that can hold an array of investments; such as funds, shares, investment trusts and exchange traded funds (ETFs) within a single account.

Read more

OEICS

OEIC stands for Open Ended Investment Company. They are professionally managed collective investment schemes that pool your money with other investors. 

Read more

Onshore/Offshore Bonds

An Investment Bond can be seen like a life assurance contract where investments are made in the medium to long term.

Read more

Arrange a free initial no obligation consultation

Or call on 0117 907 1965

 

You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

41 North View,

Westbury Park,

Bristol BS6 7PY

0117 907 1965

info@absolutewm.co.uk