Find a Financial Adviser. We’ll match you to the right IFA in your area…
If you’d like to make the most of your spare income or capital, independent financial investment advice on how to manage your money profitably can prove invaluable. Whether you are considering buying individual shares, investing in a collective scheme such as a Unit Trust, Open Ended Investment Company (OEIC) an Investment Trust, or making the most of tax efficient options such as an Individual Savings Account (ISA) it will pay to get an IFA’s advice.
Choosing the right type of investment for you is determined by a number of factors, such as…
- the degree of risk you are willing to take
- the amount of income or growth you want
- when you’ll need to cash in your investment
- the rate of tax you pay now or may be paying in the future
Before making any recommendation, your independent financial advisor (IFA) will discuss with you what you’re saving for, the length of time you have available to save, your views about risk and reward and of course what you can afford to save. Once they have that information (and more) your IFA will check the whole of the market to recommend the most appropriate savings and investments products for you.
You may already have an investment portfolio, or have a lump sum to invest from a recent inheritance or a maturing insurance policy. Do you think you need capital growth or a regular income, or a combination of the two? The investment market can be extremely complex and fast-moving so expert, up-to-date and independent financial advice is essential to make sure your money is working hard for you.
An Independent financial advisor can:
- Help you determine how much risk you can live with
- Tell you about the different types of asset classes such as cash, equities, bonds and property
- Work out how to make the most of tax efficient investments
- Consider specialist types of investment, such as ethical funds
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