Investment Planning

Whether you have  £50,000 or £50,000,000, the same fundamental principles apply to any successful investment planning:

  • Tax efficiency
  • Managing risk
  • Maximising return
  • Diversification
  • Regular reviews

With interest rates at historically low levels, most people recognise that having some exposure to the stock market within a diversified portfolio can make sense for real returns over time. However, investing in the stock market can be daunting, particularly as markets have been volatile and the choice is huge, with thousands of investment funds to choose from.

So, whether you are looking to invest for the first time, or have a number of investments that you feel could be doing better for you, we will use our expertise to establish the most appropriate solution for your needs and crucially, the right level of risk for you. Tax efficiency will play a key role in any recommendation we would make and once your investments are in place, we will keep a close eye on them and recommend changes if necessary.

Speak to a Finance Shop Independent Financial Adviser today and put us to the test. We are confident we can make a real difference to your finances.

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Why Choose Finance Shop?

The Journey Begins

Contact us today to start your financial journey. We will endeavour to review and respond to all enquiries as quickly as possible. Where an initial meeting with one of our advisers is required, it will be held at our own expense.