Savings & Investments
Whether you’re saving for retirement, your children’s university funding or a deposit for a house, Kingsfleet Wealth has the expertise to provide clear and unbiased advice on a range of products and services, to help you save for whatever project you have in mind.
We believe that we can add significant value to clients’ investment arrangements through our clearly-defined and risk-managed investment process. However, there are opportunities to utilise investment arrangements which benefit from significant tax advantages. Areas such as VCTs, EISs and social investments all benefit from such reliefs and we have worked with clients, where appropriate, to utilise such strategies for their benefit.
Attitude to risk
Different people have different attitudes to investment risk. It is our role to understand the degree of risk you are willing to accept before any investment advice is provided.
It is never our role to change someones preferred judgement on this matter but rather that we work within the parameters of the risk profile that they are willing to adopt.
However, it is our role to be a ‘critical friend’ to our clients and, at least, challenge their understanding and perception in order that their long-term interests are put at the centre of all our planning.
For more information or to book your free consultation, please contact us today.
The value of investments can go down in value as well as up, so you could get back less than you invest. It is, therefore, recommended that you seek full, personal advice in respect of your needs where all appropriate risks will be explained.