Investing your money can help your wealth to grow.
Whether it’s a completely fresh investment, or a review of an existing investment portfolio, our expert team will help you to manage this in line with your intended financial goals and desired risk level to reach them.

In addition to pensions, or designing a personal investment portfolio with available funds, you could also consider transferring assets currently held in other tax wrappers, including ISAs and pensions.

No matter which option you pursue, we’ll ensure it won’t prevent you from continuing to be in receipt of existing beneficial tax treatment – and our team could even enhance it for you with new financial planning ideas.

Managing investment risk

When it comes to investing, it’s important to ascertain and manage the risk factors that can be associated with different products, and this is something that will vary case by case.

Factors which will dictate the best investment portfolio include: Your outlook towards risk levels, how much you can afford to lose and your capacity to manage any financial loss, as well as how much return you want and your envisaged time frames.

Dips in performance of investments are inevitable, now and then, but this is something the ongoing monitoring service provided by our professional team will manage to minimise any impact, so your plans stay on the right trajectory.

‘The value of investments and their income may go down as well as go up, investors may get back less than the amount originally invested.’