InvestmentsWith the investment world becoming ever more complicated, T&R believe in providing a professional service to those who seek local independent advice. Simple solution based advice will benefit most people. Too many options can be confusing and a tailor made solution based on individual circumstances is more appropriate.
Investing in other than a savings account, which has been held for a number of years, would seem very unfamiliar to most people. However, at every stage in our lives we do have different investment objectives. T&R have been advising clients for many years; our Consultants establish at a very early stage the type of investor the client is, and their different investment needs. Everyone’s circumstances are different, and that is why it is so important to provide individual advice, which takes into account personal risk profile and investment objectives. Both income and capital growth can be achieved with the right advice and planning. Clients’ needs can include retirement planning for income, or long-term capital growth leading up to retirement. It may be that further education fee planning is needed for the children. In all events we can offer our plain speaking solution-based advice.
We act for many investment clients, managing their investment portfolios and providing regular updates on performance. This is a fee-based service, and we can make an assessment of any existing investment portfolio before advising on the cost involved.
When it comes to investing, there are many options open to you: - Building Society savings
- Individual Savings Accounts (ISAs)
- “Pooled” investments such as Unit Trusts or Open-Ended Investment Companies (OEICs), or Capital Investment Bonds
We advise on an investment strategy to suit individual circumstances, and take into account the client’s attitude to risk, as well as ensuring tax efficiency.
Please note that the value of investments and any income from them may go down as well as up and that you may get back less than the value of your investment.
Please contact Richard Tasker or Terry Little for an initial discussion.
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