When we have completed your financial plan, we then need to put in place the strategies we have discussed to achieve your goals. We will recommend how and where to hold your savings and investments, making sure they are appropriate to your needs. This will include many considerations, including (but not limited to) understanding the goals of your savings, when you require access to them, the underlying investment risk, the tax position of your investments and overall charges and fees you are paying.
As we are independent financial planners, we are not limited to certain providers, and so we will always maintain market research to ensure our clients’ money is held where we believe the client will benefit most.
The value of the investment can go down as well as up and you may not get back what you originally invested