Savings and Investments

Savings and Investments

Everyone understands it is important to save for the future; this might be for a specific purpose or purchase, or just for a ‘rainy day’. However, doing something about it is not always at the top of the priority list.

You may have decided to take the all-important step of starting to save but do you know where to start? Even if you are already saving, are you doing it in the most tax-efficient way?

When we talk to you about saving and investing we will discuss with you such things as why you want to save and for how long, whether you want to save regularly or invest a lump sum, your taxation position and your attitude to investment risk. It is not possible to recommend the right way for you to save without doing this.

When we do recommend an investment strategy to you it doesn’t end there. It is just as important to review your savings and investments regularly to check that your priorities haven’t changed and that your investment strategy is still the right one.

Your home may be repossessed if you do not keep up repayments on your mortgage

The guidance and advice contained in this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. Mortgage and Investment Choices is an appointed representative of Intrinsic Mortgage Planning Limited, which is authorised and regulated by the Financial Services Authority. Intrinsic Mortgage Planning Limited is entered on the FSA register (http://www.fsa.gov.uk/register/) under reference FRN No 492647.