Some things in life are worth the effort

Whether you have your eye on a special purchase, can see a significant expense some way off or are looking to put your finances on the right path for a more ‘comfortable’ future, you may need to start thinking strategically about your savings and investments.

In essence, savings and investments decisions are based on what you need to do today to afford the life you wish for yourself tomorrow.

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Why now?

What brought you here today could be something as simple as the desire for a future that includes certain freedoms – a special purchase, a once-in-a-lifetime holiday or a move to a dream home in the country. Maybe you’re concerned about how your funds are being invested, the level of risk you are being exposed to, the costs involved or the ethical leaning of your current savings and investment portfolio.

Alternatively, you might wish to leave a bigger inheritance to those you love, need to start saving for school fees or are looking for professional advice on how you might retire with a more comfortable lifestyle.

So many options to choose from...

When you start looking into savings and investments you’ll quickly realise that the landscape of options is vast and confusing. With our extensive experience in this area and the ‘whole of market’ perspective that independence affords us, we are able to select the very best options for your individual aspirations for the future.

These may involve (but are certainly not limited to):

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ISAs
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Investments Bonds
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General Investment Account
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Pensions
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Property
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VCT / EIS / AIM Investments

Our goal is to find the right combination solution from the vast array of options out there which offers you the most certainty for a future you would wish for yourself and those around you.

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Savings and investments should be just one part of a far wider strategy for your financial comfort now, into retirement and beyond. So for guidance on all of the above call us on 020 3150 2500 or email info@trustedwealth.co.uk

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