Savings & Investments
As independent financial advisers, we specialise in providing unbiased financial advice in this area. We work closely with clients to put together investment portfolios that manage the risks you take, but also aim to generate superior returns for your savings over time.
When it comes to saving and investing, there is a vast array of schemes to choose from ranging from depositing in a bank or building society to investment in shares or property.
Specialist advice should always be sought with regards to savings and investments as you need to be taking into account your attitude to risk, your tax position and the amount of time you want to invest for.
Is it worth seeing an IFA?
- Should you be fortunate enough to have existing savings or have surplus regular income it is worth speaking to a specialist who can formulate an investment strategy for you.
- If you hold funds in a basic current account they will earn very little interest and inflation will also pay a part in eroding the value away over time. This may be something that needs reviewing.
- If you have an existing investment portfolio, you should be reviewing it at least annually to ensure that it is still maximising the best possible returns. We can ensure that this is the case.
As IFA’s we can research the market and formulate a bespoke investment strategy for you.
Contact us today for a free, no obligation, initial meeting.
Click here if you have a financial services question on your mind and we will try to provide an answer as soon as we can.
The value of investments and income from them may go down.
You may not get back the original amount invested.
For more information on savings & investments contact Malcolm Barclay on:
Tel: 01206 871120
Email: malcolm.ifa@bgafs.co.uk
Our Current Campaign
Are you paying too much for protection?
Submit your details today for a FREE, no obligation, life cover check.
We will tell you whether you can save money.
