Financial Planning Warrington


Investment

“Investments” can be a scary word to a large number of people. They feel that investments are only for the wealthy, who can afford to take risks with the large amount of money they have. However, investments don’t have to be scary. Having an understanding of how your money is being invested, may help to relieve some of your concerns.

Ensure that you maximise the tax allowances that you are entitled to, by investing in the correct way:

(1) Decide on how much risk you are prepared to take, both now and in the future.

(2) What do YOU want from your investment?

(3) Do you have a target amount or event you are aiming for?

(4) If you are married are you utilising each other’s allowances?

Bank accounts are offering the lowest historical interest rates of all time, giving very poor returns. You work so hard for your money, it is important to make sure that money works just as hard for you!