Savings & Investing

Savings & Investing

If you’re looking to invest your money, then Horizon Independent Financial Planning can guide you towards the right financial path. A path that’s both beneficial to you in the future, while at the same time giving you peace of mind today. We can advise you on a versatile range of financial, saving and investment decisions, helping you to navigate your way through any concerns, dilemmas and worries that you may have about what to do with your money.

Important milestones

We can help if you want to save and invest for a future milestone. It could be anything from your children’s university education to saving for a house or retirement. Today, with an uncertain economic climate, it is more important than ever to consult the advice of an independent financial adviser, so you can put together a plan that will help you achieve your desired aims for all those important milestones.

Discretionary Portfolio Management

We take the time to understand the specific circumstances of each client so we have a clear picture of what is needed. We can construct a portfolio which reflects the personal requirements and objectives of each individual client. We do this because everyone's specific financial needs are different, requiring a unique and thoughtful approach.

You can ask us anything at any time, and, at any step of the way, if you don’t understand something. Savings and investments can often be a complex and difficult topic to get to grips with, and we want you to go away happy and satisfied with the advice given.

Which type of saving or investment plan is best?

There are a bewildering amount of investment products to consider and terms such as ISA, pension, bonds, gilts, and equities all help to make it very confusing. With this in mind it’s even more important to get the right financial advice. We’ll help you go through the different types of investments and savings plans and help you choose what’s right for you. Our language will always be clear and jargon free, so you know exactly what’s going on, and you go away with a clear understanding of what has been discussed.

Bespoke Investment Advice

We tailor our advice to fit the client’s needs, with reliable, honest financial advice. We put each individual client first, and customer satisfaction is at heart of everything we do. We’re experts in financial management and we’re flexible in our approach, so the client always gets a first class service. If you’d like us to advise you on savings and investments, get in touch.

The future value of investments can fall as well as rise and future growth is not guaranteed.

Contact us today to arrange a FREE no obligation consultation.

Please call
01872 553 086 or 07841 648 628

Email us using our contact form