Savings and investment needs change over the course of a lifetime, so careful thought needs to given as to 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, so be cautious of anyone who claims otherwise.
If you would like to find out more about our savings and investment services then either contact Liz on 07815 290392 or submit an online request for a call back.
Most people build up their savings from regular amounts from disposable
income whereas the need to invest a lump sum can arise from the receipt
of a legacy or other windfall.