Investment Planning and Advice
To make money a client must stay the course. Investing is a long-term game. To stay the course, an investor must be comfortable with the month by month fluctuations in performance. Communication is key. An awareness of levels of risk is essential.
Investment Planning is the process by which the gap between your current investment situation and your ideal future investment position is analysed, and a plan to put this right is created. A good investment adviser can be the difference between achieving your goals and not.
To make money a client must stay the course. Investing is a long-term game. An investor must be comfortable with the month by month fluctuations in performance. Communication is key. An awareness of levels of risk is essential.
True Bearing Chartered Financial Planners have invested in excess of £335 million of clients’ money. We pride ourselves on our on-going commitment to service and go to great lengths to build a lasting relationship with our clients.
Our investment advice is regulated by the Financial Conduct Authority.
The process is confidential, and progresses at your pace. You are protected by the Financial Services Compensation Scheme (FSCS).
The list of solutions is endless. Being independent financial advisers means we have several thousand investment solutions to consider.
Positive Investing is where your environmental, social or corporate governance concerns are catered for. It is often referred to as ESG investing or, ethical or green investing.
True Bearing Chartered Financial Planners are keen to advise you in this area. All our IFA’s are trained to understand positive investing and guide you.
Click here and turn to page twenty four to read our Chairman’s comments in ‘The Good Investment Review 2017’.
Tax Efficient Investing/Inheritance Tax Planning
Our independent financial advisers will utilise where possible, the various legal tax reliefs that are available. We utilise the following and more:
Open ended Investment Companies (OEICS)
Onshore and Offshore Bonds
Venture Capital Trusts (VCT’s)
Enterprise Investment Schemes (EIS)
Inheritance Tax Plans
For more information on our investment planning services, contact us on 01257 260011 or complete our contact form and we’ll contact you.
*The Financial Conduct Authority does not regulate offshore investments and deposit accounts.