Email: office@bloomfieldfinancial.co.uk

Call: 0191 406 6453

Investing

investSaving and Investing is an essential part of any financial plan. Whether you are looking to simply build a nest egg for the long off distant future or you have a specific goal in mind such as a house deposit, funding a child's university education or anything else you can think of then I can help you by tailoring an investment strategy bespoke to your needs;

  1. I will assess your financial capacity to save.
  2. Assess your psychological willingness to take risks.
  3. Evaluate and calculaute the level of investment or risk you should take to make achieving your goal a likely reality.
  4. Take in to account your personal, ethical and religious views on investing when selecting the funds and assets that will form your plan.
  5. And if you desire it I will work with you regularly over how ever many years it takes to achieve your aims.

If you would like to discuss how I can help you then please get in touch, if you would like to understand how we charge for investment services then please read the guide 'Our investment charges explained' though I will of course be happy to chat to you in person without any charge about how I can help you and what it will cost.