Services we provide...
Please select the question that represents your situation
I have no savings yet
Most people today recognise the importance of saving for the future.
There are many events which, today, may seem like a long way off but when the time comes will require a substantial financial commitment.
Events such as children's higher education fees, the cost of a son or daughter's wedding, home improvements, or even the holiday of a lifetime can be expensive and planning for these events can take the financial strain away, leaving you free to concentrate on other things.
Call us now on 0141 332 8004 to discuss your future savings.
I want to review my investment performance
Regular checks on your investments should be as routine as regular checks on your health.
The decisions you took when setting up your investments were based on the market conditions and your attitude to risk at that particular point in your life.
However your expectations and attitudes may have changed over the years or the decisions you took at the start may not be the most appropriate for current conditions.
We can look at all of your investments and give you a clear indication of how they are performing at any given moment.
Often large changes are not necessary and a simple course correction is all that is required so that your investment can get back on track.
Call us now on 0141 332 8004 to arrange a review of your investments.
I have a lump sum and wish to generate an income
Generally, investors who are looking for income are recently retired and trying to enhance their pension income by utilising retirement lump sums and existing investments.
There are a number of very attractive, tax efficient ways to draw an income from your savings.
An EIS Independent Financial Adviser can guide you through the maze of options available to you and make a clear recommendation of the type or arrangement best suited to your individual circumstances.
Call us now on 0141 332 8004 to discuss your options further.
I have a lump sum and wish to maximise growth
Banks and Building Societies used to be seen as 'safe havens' but, while the capital value of the investment may be secure, the 'real' value of your money may be seriously eroded by inflation.
With interest rates at their lowest ever level and the security of certain banks in question, the issue of where to put your hard earned money is causing concern for many EIS members.
When markets are low, however, it could actually be argued that this is a good time to invest.
Investors are now often looking for guarantees of income or return of capital and it is actually possible to look at investing without worry. There are a number of companies who provide solid guarantees and these are proving extremely popular at the moment.
Whether you are investing for capital growth, to provide a regular income, or for tax efficiency, we can guide you through your options in a straightforward, easy to understand manner.
Call us on 0141 332 8004 for further information.