Investments
Investments are designed to be held for a longer term, usually at least 5 years and can be for a number of reasons.
As advisers we will make a client aware of the tax efficiency of each type of investment and how this fits in with an overall personal tax position.
Returns, risk and volatility are the factors that will determine a suitable place for your savings. Investment will fall as well as rise and it is important that a client understands the expectations of that investment.
Investments
Investments are designed to be held for a longer term, usually at least 5 years and can be for a number of reasons.
As advisers we will make a client aware of the tax efficiency of each type of investment and how this fits in with an overall personal tax position.
Returns, risk and volatility are the factors that will determine a suitable place for your savings. Investment will fall as well as rise and it is important that a client understands the expectations of that investment.
This is key to the approachability of Glenrose in that clients can feel that they can have an open discussion
Some key questions to consider
- What is the investment for?
- Is it to get better returns than a cash deposit?
- Is it for tax efficiency?
- Is there a particular purpose for the money?
- Is income required from the capital?
Book an online appointment
Whether its an initial discussion or your annual review, why not book an online meeting with one of our advisors below. You can fully manage your booking, with the ability to amend or cancel the meeting if circumstance change.
