Investment Advice

When it comes to saving money from hard earned income or investing a bonus or unexpected windfall there is a wide range of investments available to choose from and a level of jargon which can often be bewildering. We can help you cut through the jargon and determine the investment strategy right for you.

 

 

Risk

 

Most people accept that an element of risk is inherent in investment. Circumstances typically influence what level of risk is acceptable. With so many potential options, how do you choose the right one for you? We have made it easy.

 

Our approach to investment advice is based on the thorough understanding of your needs and how much risk you are prepared to take. Before we recommend an investment product we will assess your investment objectives, the time frames for your investment, your current and future tax position and of course the degree of risk and potential loss you are prepared to accept. We also help ensure you have an emergency fund set aside for the unexpected. We assess these important factors to ensure our recommendations are in line with the level of risk you are prepared to take in achieving your objectives and that the products selected are appropriate to your tax position and time frame, Holcombe Financial Services can help.

 

The value of investments and any income from them can fall as well as rise and you may not get back the amount invested.

 

Tax

 

Whilst we cannot offer specific tax advice we can advise you of the likely tax implication of our investment product range and how this could impact on your current and future tax position.

 

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.

 

How can we Help?

 

Whether you are simply saving for a rainy day, a child's education, supplementing your pension, managing your pensions and investments in retirement or looking to ensure financial planning is tax efficient, Holcombe Financial Services can help.

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Call us now

01204 238 500