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I need advice about the best way to invest a lump sum

It is important to understand your personal objectives before you decide to invest a lump sum or inheritance. Naturally these events can occur unexpectedly, therefore it is advisable to take your time to consider your priorities before placing any investments.

Why should I do it?

Understanding where your lump sum or inheritance sits within your overall financial plan is a key part in helping you decide how to invest. There will also be various tax implications to consider depending upon the type of lump sum that you have received.

How we can help…

Financial planning can help you find answers to key investment decisions such as how much should I invest? We can also provide advice on the type of investments you can make, both in the short and long-term and take into consideration any tax liabilities. Our advisers can help devise a new investment portfolio that balances your new wealth with your existing financial situation and consider options to protect your new wealth.

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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.




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. 


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41 North View,

Westbury Park,

Bristol BS6 7PY

0117 907 1965