Savings & Investments

Investments & Savings

Regular savings

You may wish to save money on a regular basis for any number of reasons such as buying a home, house alterations, paying school fees, going on a luxury holiday or planning for retirement.

Whatever your reason there are many options available for you to save regularly in order to build up a lump sum.

Marquis Financial Planning can help advise you on the on the most suitable savings vehicle for your needs. Marquis Financial Planning will consider all your personal circumstances and other key issues when making a recommendation, such as how long you intend to save, what you are saving for, what your preferences are regarding risk and return, whether you will need direct access to your funds, and very importantly what are the tax implications of the savings vehicle chosen.

Investing capital sums

If you have a lump sum to invest, there will be a number of factors you will wish to consider when deciding where to place this money such as tax liability, investment risk, and perhaps ethical concerns.

Marquis Financial Planning can advise you on all these issues. We will guide you through the various options available and ensure that the investment vehicle chosen fits with your wishes, expectations and personal circumstances.

The value of your investments can fall as well as rise and you may not get back the original amount invested.