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Whether you have accrued capital through hard work, inheritance or even a lottery win (lucky you) it is important that it has the right home.
With interest rates at an all time low, it is worth considering alternatives for some of your money that you are unlikely to need in the medium to longer term.
We don’t want you to put “all of your eggs in one basket” so we can discuss what plans you have in the short term that require capital and leave it accessible.
For any funds you are happy to commit to the longer term, we will consider an approach of a more diverse nature, utilising different assets such as shares and bonds to provide returns for you.
These investments carry a degree of risk that may mean you could get back less than you invested, however we work together to choose the right risk framework for you so you should never feel uncomfortable about the investments you are exposed to.
For more information on of the above services, please get in touch to arrange and informal, no-obligation chat with a member of our financial planning team.