We can help you to identify your goals and create a plan to help make sure your investments are working for you.
Our Financial Planning service
Whether you are considering making a new investment, or simply wish to review your existing arrangements, we are here to help.
We’ll take an expert look at your finances, to ensure we fully understand your circumstances and objectives.
Based on the information that you provide we will be able to research the best options that reflect your own personal circumstances
Using our expertise we will prepare a clear and detailed financial plan to help you reach your goals.
Please select the statement below that best represents your situation
Most people 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 home improvements, a child’s wedding, or even the holiday of a lifetime can be expensive but planning for these events can take the financial strain away, leaving you free to concentrate on other things.
Call us now on 0345 355 3242 to discuss your future savings plans.
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 and the decisions you made initially may not be the most appropriate for your current circumstances.
An experienced EISFS Financial Adviser can review all of your investments and give you a clear indication of how they are performing and whether they are still suitable for your needs. 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 0345 355 3242 to arrange a review of your investments.
Generally, EIS members 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 EISFS Financial Adviser can guide you through the maze of options available and make a clear recommendation on the most suitable strategy for your individual circumstances.
Call us now on 0345 355 3242 to discuss your options further.
Banks and Building Societies used to be seen as ‘safe havens’ for your money but, while the capital value of the investment may be relatively secure, the ‘real’ value of your money may be seriously eroded by inflation. This is sometimes referred to as ‘Going Broke Slowly’.
In times of market uncertainty and low interest rates, the issue of where to put your hard-earned money is a cause for concern for many EIS members. That is why it is important to speak to one of our team of experienced EISFS Financial Advisers.
Investing doesn’t need to be high risk and there are a number of tax efficient, lower risk alternatives available. Let us guide you through your options in a straightforward, easy to understand manner.
Call us on 0345 355 3242 for further information.
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