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Investments & Savings

Investing is not just for the wealthy. With even modest savings you can invest your money to work harder on your behalf, to pay for that special trip, a child’s wedding or even for retirement.

There are many choices available and we will aim to guide you through the investment process, taking special note of:

  • Your need for access.
  • Your attitude to risk.
  • The length of time you wish to invest.
  • Your individual tax position.
  • Current legislation.

We will also ensure that you are able to track the performance of your investments and we will undertake regular reviews to make sure that the investment is still right for you, and make changes where necessary.

Within all investment literature, great emphasis is made on the need to establish a client’s “attitude to risk” in relation to a particular savings or investment attitude. This is fine as long as regular reviews take place in order to establish that the “chosen” investment remains appropriate over the years. This is where working alongside Harris & Associates can help.

Get in touch to discuss YOUR wealth creation, management and engagement

Call us on 01564 829009