Investment Planning

Whether you have £10,000 or £10,000,000, the same fundamental principles apply to any successful investment planning:

  • Tax efficiency
  • Managing risk
  • Maximising return
  • Diversification
  • Ongoing monitoring & reviews

So, whether you are looking to invest for the first time, or have a number of investments that you feel could be doing better, 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 continue to monitor 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.

Important Information

Past performance should not be used as a guide to future performance. The value of units and any income from them can fall as well as rise and is not guaranteed.

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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.