Savings and Investments
A successful investment strategy should always be shaped around your individual circumstances and needs. Remember diversification, tax incentives and time in the markets are the investors’ key tools.
We know that no two investors are the same – everyone has different goals and different levels of risk they are willing to embrace – and by developing a long-term relationship with our clients we find individual solutions.
Whether you are aiming for maximum growth, need to generate a reliable income, or are looking to meet any other investment goals, our financial planning team will work with you to create a tax-efficient investment strategy.
WE ADVISE ON MANY TYPES OF INVESTMENT, COMMONLY INCLUDING:
- Tax-efficient investment products (such as ISAs, pensions, EIS and VCTs)
- Collective Investments (Unit Trusts and Open Ended Investment Companies)
- Onshore and Offshore Investment Bonds
Long term investing allows you to make the most of your money and it’s not just for super high earners.
Smart investing can allow your savings to grow at a significantly higher rate than cash savings, making this worth considering for every saver.
Intelligent investing means understanding that the markets never stand still. We actively advise you on the management of your investment portfolio with regular reviews to take account of current market conditions and your changing requirements and circumstances. This allows us to ensure your investments continue to develop and mature to match your needs.
A successful investment strategy should always be shaped around your individual circumstances and needs. Remember diversification, tax incentives and time in the markets are the investors’ key tools.
We know that no two investors are the same – everyone has different goals and different levels of risk they are willing to embrace – and by developing a long-term relationship with our clients we find individual solutions.
Whether you are aiming for maximum growth, need to generate a reliable income, or are looking to meet any other investment goals, our financial planning team will work with you to create a tax-efficient investment strategy.
WE ADVISE ON MANY TYPES OF INVESTMENT, COMMONLY INCLUDING:
- Tax-efficient investment products (such as ISAs, pensions, EIS and VCTs)
- Collective Investments (Unit Trusts and Open Ended Investment Companies)
- Onshore and Offshore Investment Bonds
Long term investing allows you to make the most of your money and it’s not just for super high earners.
Smart investing can allow your savings to grow at a significantly higher rate than cash savings, making this worth considering for every saver.
Intelligent investing means understanding that the markets never stand still. We actively advise you on the management of your investment portfolio with regular reviews to take account of current market conditions and your changing requirements and circumstances. This allows us to ensure your investments continue to develop and mature to match your needs.
Interested in this service?
We are happy to carry out meetings in person, over the telephone or by your preferred virtual platform.
A classic approach
Communication
We strongly believe in the benefits of developing long-lasting relationships with our clients.
We aim to be approachable, easily contactable and offer a broad, inter-discipline, assessment of client needs. We are happy to meet via telephone or virtual meeting, but still prioritise face-to-face meetings where possible.
Collaboration
We work closely across our departments to ensure that specialist knowledge and experience is accessed; when queries arise, there will always be someone available who understands and can deal with your concerns.
We are also keen to work alongside other key stakeholders and individuals; land agents, accountants, your existing solicitor or financial adviser, and of course, your family.
Community
As a firm we are keen to promote and involve ourselves in the community, and to support local charities and initiatives, such as Jeremiah’s Journey, St. Lukes, the Plymouth Argyle Community Trust (Project 35), Emotional Logic and the Ivybridge Brewery.
The South West is a beautiful places to live and we are proud to be based here, we’re therefore keen to help where we can.
Testimonials
“We used SW Law and Finance for equity release, and what can be a life-changing process was explained in detail, with excellent professionalism”
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“We could not have had a more helpful and courteous experience. I would definitely recommend to others”
“An outstanding and friendly service as always, thank you”
“Excellent. Friendly staff and very professional. Thank you”
Contact us
Lee Mill Industrial Estate
Ivybridge, Devon
PL21 9GD
United Kingdom
