Mon - Fri 09:00-17:00 0203 410 0260
[email protected]
Mon - Fri 09:00-17:00 0203 410 0260
[email protected]

Investing For Your Future

Discussing your current financial circumstances and long-term investment goals with a professional adviser could help your money work harder for you.

  • Do you have savings that aren’t earning you much interest?
  • Have your savings been eroded by rising inflation, low interest rates and slow wage growth?
  • Do you have an amount you can afford to invest each month?

YES

An investment plan tailored to your circumstances could help you achieve your long-term financial goals.

  • Whatever stage of life you’re at, would you like to be better off financially in the future?
  • Do you have longer-term financial goals for yourself/your family that you need to plan for e.g. becoming a homeowner or helping with your child’s university fees?
  • Do you feel you’d benefit from professional financial advice before investing for the first time?

YES

A professional adviser can chat through your financial goals and investment options.

  • Are you aware that different types of investment are available depending on your attitude to risk?
  • Do you understand what asset classes are and how you can spread your risk?
  • Do you know the key things to consider before choosing what to invest in?

NO

Talk to a professional adviser to make sure you’re fully informed before investing.

  • Would you be happy to invest in shares of any company e.g. tobacco, alcohol and arms firms?
  • Do you understand how your investment choices align to your risk appetite and future financial goals?
  • Would you feel comfortable choosing your own investments?

NO

A professional adviser will research the best options for your personal beliefs and goals.

  • Would you like to be able to access the money you have invested at any time?
  • Do you need help with deciding how long to invest for?
  • Are you prepared to invest your money for a minimum of five years?

YES

A financial adviser can discuss your investment options in line with your preferences and financial goals.

Investing For Your Future Download
Disclaimers:

The value of investments and the income they produce can fall as well as rise, you may get back less than you invested.

98% of protection insurance claims presented in 2017 were paid out upon claiming2. BOOK YOUR REVIEW UK insures pay out £9.9m every day for protection policies. BOOK YOUR REVIEW £96.35 statutory sick pay is only £96.35 per week for a period of up to 28 weeks. BOOK YOUR REVIEW £68,000 the average value of critical illness claims paid in 2016 was £68,000. BOOK YOUR REVIEW 40% Inheritance Tax (IHT) is applied on assets worth over £325,000 BOOK YOUR REVIEW 8.9 of every 1,000 opposite-sex marriages end in divorce BOOK YOUR REVIEW £33,904 is the annual cost of residential care in the UK, this can rise for more complex needs BOOK YOUR REVIEW £63,224 is the average cost of raising a child between 1 and 4 (discounting private education) BOOK YOUR REVIEW £40,000 Those who receive financial advice accrue an average of £40,000 more than their counterparts BOOK YOUR REVIEW £231,843 According to research, raising a child costs an average of £231,843 BOOK YOUR REVIEW £6,000 2017 studies show that retirement income is more than £6,000 per year higher for those who plan ahead with an adviser BOOK YOUR REVIEW 137m working days were lost due to sickness or injury in the UK during 2016 BOOK YOUR REVIEW 50% of UK citizens born after 1960 will be diagnosed with a form of cancer at some point in their lifetime according to Cancer Research UK BOOK YOUR REVIEW