For people in Yorkshire, Derbyshire, Lincolnshire and Nottinghamshire.

Investments &
Savings

Investments

With so many different types of investments on the market it can be very difficult to decide which product would be the most suitable for you.

 

At Futures Assured Limited when we are giving our advice to client about investments, we consider it vital to take into account the following factors:-

 

> The period you are considering investing (usually we would expect this to be a minimum term of 5 years) and the likelihood of access to the investment before this period

 

> The investment risk you are prepared to take and also the investment risk you are able to take based on your financial circumstances.

 

> Your tax situation, to ensure the maximum tax efficiency.

 

> The objectives for your investment which maybe for general long term investment with no specific purpose, fund further education, fund long term care or even that once in a lifetime holiday you are planning for the future.

 

As independent financial advisers we are able to search the whole of the investment marketplace for the best product to suit your needs, objectives, personal circumstances and financial circumstances.

 

With any type of investment there is a risk, for example, a Cash ISA has an inflation risk meaning that if the rate of inflation is greater than the growth been achieved then consequently after a period of time the real value of your savings could be worth less in real term than the amount you originally saved. Equally, a very highly speculative investment can produce a growth far greater that the rate of inflation but has the potential for significant losses should there be a market downturn which effects the funds invested.

 

It is very important that you understand the risk you are taking with your investment therefore our financial advisers will ensure you understand the potential losses and gains of any risk strategy you are considering. They would then be able to recommend the most suitable investment strategy which matches the risk you are prepared and able to take, And as Independent Financial Advisers we have access to thousands of different types and styles of investment funds from capital protected products (where your initial investment is guaranteed after a set period), to low risk, to medium risk and even to very highly speculative. This means we can assist you with your investment planning regardless of your risk profile.

We at Futures Assured Limited are specialist in investment planning, should you wish to take advantage of our service then please click contact us or alternatively ring us on 0114 2421818.

 

Our initial consultation with you is FREE as we meet that cost (although a cup of tea would be nice!).

 

 

Savings

These days finding somewhere to save on a regular basis with the potential for a return greater than that offer by a Cash ISA or a deposit account is not easy, however as Independent Financial Advisers we have access to a range of different savings product which could achieve that goal.

 

At Futures Assured Limited when we are giving our advice to client about savings, we consider it vital to take into account some important factors:-

 

> The period you are considering investing, usually we would expect this to be a minimum term of 10 years.

 

> The investment risk you are prepared to take with your regular savings and the investment risk you are able to take based on your financial circumstances.

 

> Your tax situation, to ensure the maximum tax efficiency.

 

> Your goals and objectives for your savings which maybe for funding further education, that once in a lifetime holiday or just a nest egg for the future.

 

As independent financial advisers we are able to search the whole of the savings marketplace for the best product to suit your needs, objectives, personal circumstances and financial circumstances. Should you wish to take advantage of our service then please click contact us or alternatively ring us on 0114 2421818.

 

Our initial consultation with you is FREE as we meet that cost (although a cup of tea would be nice!).

 

 

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