Is your money sleeping?
Where do you invest?
How are your investments performing?
There is an alternative to Bank & Building Society savings!
With interest rates at the current level, is your money in the Bank or Building Society really working as hard as it could be?
For many people, the prospect of building up a valuable nest-egg – several thousand pounds, for example – remains a dream and never becomes a reality.
We have access to a comprehensive range of investment products ranging from monthly savings to lump sum investments. Remember, investment is not just for the wealthy.
I can call you to find out what your views are and to arrange a time when we can meet. This meeting would enable me to assess your needs and recommend a suitable plan if that is what you wish.
‘We offer a range of services to help you meet your investment and/or retirement objectives. We provide independent investment advice which we will discuss with you as described in our Important Information About Our Services Document.’
The value of your investment can fall as well as rise.
THE VALUE OF INVESTMENTS AND INCOME FROM THEM MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED
In the meantime should you have any questions please do not hesitate to call the office on 01294 472255 for a no obligation consultation with one of our very experience and qualified financial advisers.