Investments

 

Are you lucky enough to have some spare cash?

Investments - Independent Financial AdvisorsYou have worked hard to earn and save your money with a view to putting it to good use in the future. We all save for different reasons, better cars, starting a family, children’s education or a luxury holiday. Whatever your reason for saving, you may choose to put it in an investment.

In the current financial climate the word investment tends to conjure up images of stock markets and let’s be honest a bit of fear.

It doesn’t have to be that way!

In basic terms an investment is putting money into something with the expectation of a gain after a set term and that has been thoroughly analysed and has a high degree of security.

You didn’t choose to gamble with your money and neither will we. We offer tax efficient savings products, to low and higher risk investment products depending on your own circumstances and attitude to risk.

Fluctuations in the market can cause your investment to go up and down and some investments carry a greater risk than others.

Call us today for an attitude to risk assessment on 028 9131 0342.

 

Our Business Partners

We appreciate that you and your business have wide varying needs, not just within our areas of financial planning, so we are delighted to introduce our chosen business partners who we highly recommend in the areas of commercial insurance, commercial finance, and all matters legal.

John McKee - Solicitors

Lockton - Insurance Brokers

Upstream - Working Capital

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