INVESTMENTS
FINANCIAL ADVICE THAT’S AS UNIQUE AS YOU ARE
Whether you have £10,000, £100,000 or £1,000,000, the same fundamental principles apply to any successful investment planning:
- Tax efficiency
- Managing risk
- Maximising return
- Diversification
- Regular reviews
There are two main reasons people invest:
- To accumulate a lump sum for the future
- To provide an additional income
There are, however, numerous solutions and we will use our expertise to establish the most appropriate investment for you, and critically, the right level of risk for you. We will also consider the most tax-efficient option for your circumstances and aim to use diversified investment portfolios with the aim of optimising returns.
With increased market volatility, risk management is vital and one way this can be achieved is via our Wealth Management service, which provides peace of mind to know your investment is being monitored with adjustments recommended when required. For further details, please refer to the Finance Shop Wealth Management section
OUR INVESTMENT SERVICES
Discretionary Service
Advisory Service
Discretionary Service
This service may be particularly suited to people who want to be kept up-to-date with their finances, but either do not have the knowledge or expertise to manage their own portfolio – perhaps because they lead busy day-to-day lives or because they are enjoying retirement and wish to travel.
The value of investments and the income they produce can fall as well as rise. You may get back less than invested.
Advisory Service
The advisory service is designed for people with all levels of experience who want to take an active interest and be in control of the construction and ongoing maintenance of their portfolio, but wish to take advice on the strategy employed and the assets to be held.
The value of investments and the income they produce can fall as well as rise. You may get back less than invested.
WE’RE WITH YOU EVERY STEP OF THE WAY
With over 20 years of financial services experience, from mortgages to protection, our varied industry knowledge will cater for any financial circumstance you find yourself in.
20 +
YEARS OF FINANCIAL EXPERTISE
100 +
Mortgages To Suit You
FIRST TIME?
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MORTGAGES
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PROTECTION
How to protect your mortgage
REMORTGAGE
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