Savings and investments can be complex to arrange – it’s often difficult to decide upon the most suitable home for your money.
With the options of leaving it in the bank, taking out an ISA, buying stocks and shares, investing in a portfolio of unit trusts and more, there’s lots of options to choose from.
The real answer is probably to have a balance of all of the above and some others. Diversification will spread the risk and limit your exposure to one particular area.
Our sister company Alan Boswell & Co Ltd can create an investment portfolio designed to meet your financial goals and provide a regular review to ensure that this remains on track. We’ll get to know you and your needs, so you hold investments that match your personal attitude to risk and take best advantage of your taxation status.
If you already have a portfolio of investments we can carry out a review to ensure that the various components are performing within your expectations and that your requirements have not changed since the portfolio was originally constructed.