Savings and Investments
We all want to make our money go further. With the uncertainty of the current economic climate and many different options available on the market, deciding where to invest can be confusing.
It’s important that your choice of investments matches your personal attitude to risk and takes full advantage of your taxation status. We will listen carefully to what you want and use of high level of knowledge to help you achieve it. We don’t believe in ‘one size fits all’ and never have.
You may want to put some money aside for a specific purpose, such as children’s university fees, a deposit for a house or a special holiday. If that’s the case, we’ll help you find the best way.
Alternatively, investing might be part of your long-term financial plan. We can look at all your portfolio and help you achieve the results you want, without making anything more complicated than it needs to be.
We’re happy to work with your accountant or solicitor as required. As independent advisers, we can work together to build a detailed and individual investment plan that fits your agenda, not ours.
Call us on 01905 791090 to see how Oakley can help you.