SAVINGS & INVESTMENT

Whether you're looking for a better income or return than achieved from cash or an existing investment, you want to save for children or grandchildren, are considering a house move or purchase, retirement, saving for that dream holiday, thinking of purchasing an overseas property, we have an advice and product solution for you.

 

Our continued knowledge and understanding around products, investments and technology advancements enables us to be able to identify and advise on products with unique terms or investment features not commonly available direct to retail clients so it can pay to take independent financial advice.

Questions we are often asked include - Should I retain old plans? Should I transfer previous investments to a new scheme? Should I merge numerous plans into one and what are the features and benefits of any existing investments and any alternative plan(s) being considered….?

 

These are all very important considerations, although often complex and time consuming to decipher and reach a point where you can see clearly what is the best route to take with any plan in maximising existing investments or assets for future planning.

Modern investment solutions we advise on come in many forms including those with an emphasis on environmental, social and governance (ESG) and often have the option of a managed or passive focus.  Take a look at the range of investment solutions available for regular savers, pensions and investment vehicles here.

This area generally requires professional advice due to it’s nature and is where our expertise lies.  Tony Walker Financial Planning Services investment review service helps you by generating all data into a simple and concise format, making it easy for you to see the advantages, disadvantages, costs (existing versus proposed), features & benefits, as well as your options so you are able to then make an informed choice as to the best outcome and course of action for you.

You can choose from our standard or bespoke investment service and investment proposition.

You should be aware that investments carry varying degrees of risk and as their underlying value can fall as well as rise you may not get back the full amount invested.

 

Call today, email us or complete our enquiry form and take advantage of our no cost, no obligation initial review service!