Saving 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;
- I will assess your financial capacity to save.
- Assess your psychological willingness to take risks.
- Evaluate and calculate the level of investment or risk you should take to make achieving your goal a likely reality.
- Take in to account your personal, ethical and religious views on investing when selecting the funds and assets that will form your plan.
- And if you desire it I will work with you regularly over however many years it takes to achieve your aims.
If you would like to discuss how I can help you then please get in touch on 0191 406 6453