0161 486 5058

Retirement Planning and Wealth Management in Cheadle, Cheshire

Investment & Savings Advice

It is our role as an adviser to help you meet your objectives. You need to give some thought to what those objectives and timescales are. For example, are you saving for a particular purpose, or do you require a regular income from your investments?

We will advise you and recommend an investment strategy appropriate for your needs and best suited to your attitude to investment risk and tax position.

We also offer an ongoing service in order to enable you to keep track of your investments and make sure they remain in line with your objectives.

Most people want investments which are safe, in the sense that they cannot fall, and which offer high returns. This ideal combination is not available. Beware anyone who claims otherwise.

We believe that advice is important as circumstances and legislation can change over time, which may mean that your existing investments are no longer appropriate.

Why do I need to invest?

To meet both short and long term investment needs. Short term needs may include saving for a car or a holiday, whereas long term investment needs could be saving for retirement, school fees or providing capital for children as they grow up.

Helping you with your Portfolio

The various assets owned by an investor are called a portfolio. As a general rule, spreading your money between the different types of asset classes helps lower the risk of your overall portfolio under performing.

Managing investments takes time. This is where we can help, both in advising you on your investment needs and assisting you in managing your portfolio.

Please contact us so that we may assist you in determining an investment strategy best appropriate for your needs and circumstances.

For advice, please contact us.

The value of investments and income from them may go down. You may not get back the original amount invested.