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Savings and Investments

It is our role as an IFA to help you choose the right investments in order to help you meet your objectives.

What you need to give some thought to is what those objectives are. This is an area in which compromise and self understanding are essential.

Most people want investments which are safe, in the sense that they cannot fall, and which offer high returns. This ideal combination is not available. Beware anyone who claims otherwise.

Sensible investment planning revolves around understanding what your investment aims are.

Broadly speaking the longer that your investment is to be left alone, (e.g. for retirement), the higher level of short term risk that is acceptable. If however the money is needed in full in the near future (e.g. for a house deposit) then short-term safety is essential.

In short, we will help you determine an investment strategy appropriate for your needs, and using the investments best suited to your investment attitude and tax position.

We have provided a number of links to financial sites to help you with your research. Please note that by clicking on these links you will be leaving our regulated site, and we are not responsible for the content or accuracy of these linked sites.

 

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The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

Pensions and Wealth Management Services is a trading name of Fairstone Financial Management Ltd. Fairstone Financial Management Ltd is authorised and regulated by The Financial Conduct Authority- FRN 475973.

Registered Address: 1 The Bulrushes, Woodstock Way, Boldon Business Park, Tyne and Wear, NE35 9PF

Neither Pensions & Wealth Management Services nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

Pensions and Wealth Management Services, Financial Services, IFA, Independent Financial Adviser, financial planning, financial advice, investment advice, retirement planning, taxation advice, health insurance, corporate advice, Southport, Merseyside, Harpenden, Herts, UK

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk