Savings and Investments
PLEASE NOTE: PALMER & WEBB ASSOCIATES DO NOT OFFER FULL FINANCIAL PLANNING ADVICE. THIS BUSINESS WILL BE REFERRED TO A SPECIALIST IN THIS FIELD WITHIN BLUEPRINT SOUTH WEST LIMITED (OF WHICH WE ARE A TRADING STYLE OF).
The value of the investment can go down as well as up and you may not get back as much as you put in.
There are a whole range of savings opportunities available to you that we are able to advise you on, to ensure that you get the most out of your money.
When we are asked to advise our clients on their hard-earned savings and investments, there are a number of important things we want to establish.
- What is your attitude to investment risk?
- How quickly do you need access to the funds?
- Do you have any ethical requirements?
- What is your current tax status?
- Do you require income or capital growth?
We ask these questions to help us clearly understand your aims and objectives and the amount of risk, if any, you are prepared to take with your investment.
We can then make a personalised and tailored recommendation for you based on your requirements and circumstances.
For further information please call us on 01452 541679 or email us today. We are here to help you. This business will be referred to a specialist in this field.