If you have maturing share schemes, or existing savings such as ISAs and/ or pensions, we can help to manage your money by creating a personal investment strategy that is designed to meet your financial objectives.
We can then manage that strategy on your behalf to ensure it continues to remain appropriate through changing market conditions.
In order to create your investment strategy, my wealth offers an investment review service which is free of charge and without obligation.
You will be assigned a dedicated Adviser who will create your strategy, incorporating three of the key asset classes of cash, bonds and equities.
The investment strategy which is right for you will take into account various factors, such as:
- Your specific financial goals
- Your personal attitude towards risk
- How long you wish to invest for
- Whether you need regular income
- How much capital growth you want
- Your personal tax situation including available allowances such as ISA or Pension
We recognise that everyone is different so your investment strategy will be flexible enough to adapt to your changing needs. Your portfolio can then be managed on a day to day basis by our expert Investment Managers.
Creating an investment strategy that can fit around your ever-changing needs may seem like a tall order. But by following a few simple rules, it is possible to build a flexible investment strategy that can work for you throughout your life.
To book an appointment or for more details, please contact us.