| wealth management FAQs - glossary of wealth management terms | |||||||||||||||||
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Offices throughout the UK, call us for expert financial advice - 0800 614 997 |
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Savings & Investments |
You should have a good idea about your financial objectives and the priority you attach to each one. It is also important to recognise that some of these objectives will be driven by your attitude to risk. You may be interested in mainstream savings and investment objectives. |
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| Related Pages | |||||||||||||||||
| Offshore Bonds the most popular form of offshore investments ISA's a tax efficient way to save, as you'll pay no income tax or capital gains tax Unit Trusts & OEICs forms of shared investments, or funds allowing you to pool your money with thousands of other people and invest in world stock markets. |
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These will vary from person to person, but essentially they will fall into three broad categories:
To find out more about Investments and to get the advice you need, please either call us on the telephone number above or complete our quick enquiry form below, and we'll call you straight back. We're ready for your call. ![]() |
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more information on Savings & Investments... |
Contact Us for Advice |
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You need to think of risk as a continuous scale from one to ten. If you place yourself at one, you are very averse to risk and should select savings and investments that carry the minimum of risk. Moving along the scale, you become more comfortable with risk and, at ten, you positively enjoy taking a gamble. To make a particular financial decision, your attitude towards risk may be influenced by the extent to which you are already on course to meet your most important financial targets. You should consider each financial target you have identified; bearing in mind the priority attached to each one. For example, should you be at the start of your financial plan, needing to build up an emergency fund and with little cash to spare, you should normally be very averse to risk. As your main financial building blocks fall into place, you may be comfortable taking greater risks with the lower priority targets. |
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