Savings & Investments
Start planning for your future and the financial security of the ones closest to you.
Savings and investments vary greatly in terms of where the money is invested and what they aim to achieve, with options to suit most people’s objectives. Whether you want to save for school fees, a deposit for a house, or an extravagant holiday, it is essential that you hold investments that match your personal attitude to risk and take the best advantage of your taxation status.
With the options of leaving it in the bank, taking out an ISA, investing in a unit trust and more, there are lots of options to choose from.
Diversification can spread the risk and limit your exposure to one particular area.
The Alan Boswell Group Difference
Alan Boswell Financial Planners can create an investment portfolio designed to meet your financial goals and provide a regular review to ensure that this remains on track. We’ll get to know you and your needs, so you hold investments that match your personal attitude to risk and take best advantage of your taxation status.
If you already have a portfolio of investments we can carry out a review to ensure that the various components are performing within your expectations and that your requirements have not changed since the portfolio was originally constructed.
Savings and investments for you and your family
Getting advice
We provide expert advice to help you find the most appropriate savings and investment solution.
Find your level of risk
Our financial advisers will look at your entire financial situation, taking into account the plans you have for your money, how much is needed for emergencies, and the level of risk you are prepared to take.
Regular reviews
The advisers will recommend a solution, arrange for it to be implemented and, if required, review your savings and investments on a regular basis.
Investments
Individual Savings Account
FAQs
Get in touch
To find out more, ask a question, or make an appointment to speak to one of our advisers, please get in touch.
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