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Savings & Investments

Medium to long term investments can help you achieve real growth over and above inflation, but with so many available, which should you choose?

We recommend that all clients maintain a healthy emergency fund, but taking into account inflation rates, and with current interest rates at such low levels, cash based investments are being eroded. 

Longer term investments can help to achieve better growth, but with thousands of investment funds available, which is the right one for you?

When advising on your savings and investments, we will always take into consideration your current and long term goals and aspirations, your attitude to risk and your personal circumstances. 

We conduct on-going research to identify consistently good performing funds that meet our stringent criteria and can combine different options to suit your risk profile. Once we’ve ascertained your requirements, we’ll then advise which investment vehicles are the most suitable for your individual circumstances.

Because we are independent and deal with the whole of the market, we can advise upon anything from a Cash ISA to complex investments and trusts, and even off-shore investment planning. If appropriate, we could also advise on consolidating your investments or pensions, making them easier to monitor and potentially providing a better return. 

Naturally, we will review your investments on a regular basis to ensure they continue to meet your objectives in a tax efficient manner.

To speak to one of our experienced personal advisers, please contact our Financial Services department for further information on 01473 408422.

Contact Woodward Markwell

Please call us on 01473 408422 or click above to email and we will respond to your enquiry as soon as possible.

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