What are you trying to achieve?
When thinking of investing a lump sum, the first question we would ask you is, 'What are you trying to achieve?'. Are you investing capital for growth or income or maybe a combination of both?
You may be considering investing for various reasons:
Increase returns compared to bank savings
Increase retirement income
Investing for tax efficiency & succession planning
Saving for a child's education or for beneficiaries
We believe in focusing on several important areas when advising clients on their investment needs:
Diversification - The spread of capital between different asset classes such as Cash, Fixed Interest, Property and Shares
Risk - Focusing on what investment risk means, discussing "risk versus reward", and forming solutions to match each client's individual risk profile.
Tax - Constructing solutions to best utilise a client's fiscal circumstances.
Whatever your investment requirements, we are able to offer the most suitable help and we can provide advice on various types of investments from tax efficiency, retirement planning and lump sum and regular savings to international property purchasing and mortgaging.
As an Independent Financial Adviser I’ll help you achieve your ambitions.
To discuss your financial goals and objectives or to get a second oppinion on your current holdings, feel free to contact me. I will be happy to help with whatever questions you may have.
Rob.
E: robert.gourlay@holbornassets.com T: (+6) 01151565649 W: www.rgwealthsolutions.com
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