Investment

Planning and Review

Whether your objective is to invest newly acquired cash or review your existing investments which may not be delivering the returns you expected, we can help. We use a sophisticated investment profiling tool to ensure that our recommended investment strategy matches your attitude to investment risk. We are able to build, review and monitor the performance of investment portfolios using the most up to date computer software.

You could benefit from our services if you have investment portfolios which include with-profit funds, that have not been reviewed in recent years, cash ISA's and deposits earning little interest, share portfolios that are difficult to manage and no longer meet your objectives, complex investment portfolios which you may have inherited and do not understand. Stocks & Shares ISA's which you find difficult to keep track of because they are administered by different companies- these can be administered by one company without necessarily selling funds.

We are also able to help plan your investments in a tax-efficient manner to reduce the impact of income tax, capital gains tax and inheritance tax. Financial Solutions specialize in the use of Trusts for Inheritance Tax (IHT) planning, the tax-efficient investment of existing Trust funds and the Personal Injury Trusts.

Regular monitoring and review of investments ensure that your portfolio continues to work efficiently for you and remains appropriate to your needs and objectives. We will agree with you at outset the level of ongoing review and service you require from us and the cost of delivering this individual service tailored to meet your specific requirements.