investment planning
Why would you need investment planning advice?
Money sitting around is an opportunity being wasted. At the same time, given the many investment products available, how do you know which one is right for you?
Investing for the future, especially for the long-term, is a big decision. The key is to be very clear on your objectives. Once you know what you’re looking to achieve, our financial planning and investment advice service can help you find the investment solution that’s right for your needs.
Consider the following questions – they all affect the type of products you can invest in:
Are you looking to grow your money, get an additional income, or perhaps an element of both?
Are you looking for returns to keep pace with the rate of inflation, keep pace with the stockmarket or even try and beat the stockmarket?
How much investment risk are you prepared to take?
What types of investments are you comfortable putting your money in – cash, equities, bonds, property?
Do you need to consider tax efficient investments?
How long do you want to invest for?
How much money do you want to invest and where has it come from?
For expert financial planning and investment help, please ask us for a full list of products and services that we're able to advise on. Call 0800 107 0190 or email us at financial_services@eigmail.com.
