Investing

As we continue to receive low interest returns on cash savings, investing offers a great alternative for growing your wealth. Whether you are looking to grow your capital, have your money keep pace with inflation, generate an income or simply diversify your current holdings, I can help you find the right solution to reach your investment goals, whilst minimising the tax you pay on any growth.

The type of investments you could hold will depend on a range of factors, including:

  • the amount of investment risk you are willing to accept;
  • your personal tax position;
  • your ethical and social preferences;
  • the length of time in which you would like to invest your money; and
  • whether you have had previous investment experience.

Whatever your circumstances, I can help you to implement an effective investment strategy with the aim to grow your funds over the medium to long term. This will be an investment portfolio that is tax efficient, has competitive management costs and, most crucially, provides suitable levels of return in line with your appetite for risk.

Understanding Risk is Key

When making any kind of investment, your attitude towards risk plays the most important factor. Typically, the more risk taken with an investment the greater the potential reward.

My job is to understand your attitude towards risk ensure that the level of risk you are willing to take matches your investment objectives and select appropriate and diversified investments. Diversifying investments ensures that you do not have all your eggs in one basket should one investment not perform as well as another in the market. Let me help implement your investment strategy.

Lets Talk Investments

To discuss either setting up a new investment, reviewing existing investments, please contact me via:

Mobile: 07976507785

Email: ben@harroldfs.co.uk

Video Call

To directly access my calendar and book in a 30 minute Zoom meeting, please schedule time with me
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