With interest rates on cash deposits remaining
low and inflation continuing to be above the
target rate of 2%, many savers are losing money
in real terms. As a result, many investors are
seeking alternatives to provide higher levels
of income and capital growth.
Whether you are new to investing or have many
years experience, we will help you to:
- Identify your investment goals.
- Select the type of investment consistent
with you attitude to investment risk.
- Develop a diversified portfolio to help
- Monitor the performance of your portfolio
to ensure it still meets your objectives.
We can help you to structure your finances
in the most tax efficient manner as possible.
We are able to advise on a wide range of investment
products including Stocks & Shares ISAs,
Investment Bonds, Unit Trusts and OEICs.
Please contact our Saltcoats office on 01294
464301 to make an appointment with a member
of our Financial Services Team.