Investments

There are many types of savings and investment products on the market, and they are constantly evolving to meet clients’ demands and needs, and changing economic and market conditions.

Building an investment portfolio starts with a comprehensive assessment of your individual circumstances, both personal and financial. It is essential to establish your expectation of monies invested, and your attitude to investment risk versus reward, prior to making any recommendation.

Clients’ investment goals might range from capital growth for future expenditure, provision of income, tax efficiency, inheritance tax mitigation or simply consolidation of their investment portfolio to ensure that they are optimising potential growth.

Planned Futures can help you achieve these goals, and navigate the minefield of products and options available – we offer expert knowledge and advice on a range of savings and investment products, including:

• Bank and building society deposit accounts
• ISA’s
• Unit Trusts
• Investment Trusts
• Investment bonds (including offshore bonds)
• Specialist investment schemes

We are constantly reviewing and updating our approach to investment planning to ensure that our clients receive the best service possible – a fairly recent innovation that we have embraced is the “wrap” - an administrative service that combines - or wraps – all of a client’s investments into a single manageable account. This means that their total portfolio can be viewed at a glance. This is not a product in which to invest, but rather a service – one that is beneficial to many of our clients.