YOUR SAVINGS & INVESTMENTS

Everyone understands it is important to save for the future. This might be for a specific purpose or purchase, or just for a ‘rainy day’. However, doing something about it is not always at a top priority.

You may have resolved to start saving but do you know how best to go about it? Even if you are already saving, are you doing it in the most tax-efficient way?

When we talk to you about saving and investing we will discuss with you such things as why you want to save and for how long, whether you want to save regularly or invest a lump sum, your taxation position and your attitude to investment risk. It is not possible to recommend the right way for you to save without doing this.

When we do recommend an investment strategy to you it doesn’t end there. It is just as important to review your savings and investments regularly to check that your priorities haven’t changed and that your investment strategy is still the right one.

YOUR SAVINGS & INVESTMENTS

We all need to save whether to pay for the unexpected or to fund a longer-term goal. Are your savings in order?