Having capital can present problems in its own right. What do you invest into to provide a decent return? How do you stop paying tax on the capital? How do you protect the capital against falls in the stock markets?
Our investment specialists will talk with you to understand your needs and objectives to be best able to advise you on how to invest your capital to meet those objectives.
When investing capital diversification is key (not keeping all your eggs in one basket!). If you invest into just one type of asset, it presents a higher risk on the capital. This will either mean that you will do very well, or lose capital.
By diversifying across different assets, it helps create more balanced returns over the medium to longer-term and reduce risk.
Unguided the profits from investing can be eroded through taxation. There are many ways to reduce the taxation on investments and as part of our service we are always looking at how you can reduce the tax you pay on your investments so that you keep more of your profit.
The risks of different investments differ significantly, so it is important to understand what risk your both willing and able to take to meet your objectives. We fully assess both your attitude to risk and also the capacity you have to be able to take risk in order to help you understand what types of investments you should be considering.
Contact your local investment adviser
We have offices across the South of England ready to help and advise on your capital and investment needs. Contact our investment advisers today to find out more and discuss your needs.
What our client sayView all Quotes
James offered a very professional service and was able to answer any questions I had. Really like the fact that I am able to review this as and when I like and track it online too.
Mr Davis, exeter
Following discussions with Paul, I was able to understand the saving options that were available to me, as well as clarifying my own attitude to risk. In turn, this enabled me to confidently assess the best way forward based upon Paul’s advice.
Mr Stokes, christchurch
He helped me decide how much to invest and how much to keep for daily living. He has always been clear and patient in explaining why he suggested certain routes to take and recently has reviewed my financial planning and we agreed on some Offshore Investments, a Discretionary Portfolio and Tax Planning.