Whether it's saving for your families future or a life long dream, an inheritance or a wind fall it's important for your money to be invested in a way that suits your needs.

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There are many different types of investment products, some you can contribute to on a regular basis and/or lump sums only, some are open-ended whilst others have set end dates.  

 

At Phoenix Financial Planning we will discuss with you your goals for your savings and advise you on the most suitable tax efficient investment product based upon your desired level of risk and investment timescale.

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Investment Planning Advice - How can Phoenix Financial Planning help you: 

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• Achieve your savings goals both now and in the future

• Invest for growth and/or income

• Advise on tax efficient investments such Investment Savings Accounts (ISAs)

• Open-Ended Investment Companies (OEICs)

• Investment Bonds

• Ethical Investments

• Review exiting Investment Portfolios.

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This list is not exhaustive. Please contact us if you need advice with any other investment accounts. 

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The value of your investment can go up as well as down and you may get back less than you have invested.