01773 712323We all like to get a good return on our money, but with so many options, how do you decide which ones to choose?
Invest
• How much risk are you willing to take – there’s a relationship between the risk you take with your money and possible return. We’ll help you understand the benefits and drawbacks of taking risk, whilst considering how you could cope with the ups and downs of investment markets.
• How long are you investing for – if you invest for longer, you can generally take more risk, meaning a higher possibility for a substantial return.
• Flexibility – your plans are likely to change over time. We’ll help you choose investments and providers that can be altered to reflect this.
• Tax Efficiency – you’ll need to think about how the investment you’re selecting is taxed, and how that will affect your current and future tax status.
If you’d like to talk about how we could guide you towards a clear plan, call us on 01773 712323 or email us at info@blue-spire.com
Advise
The financial landscape often seems intimidating, but we can guide you through the pros and cons…
Retirement Planning
Whether you’re just starting to save for retirement, or you’re real ready there, we can help you…
Save
When you’re building a nest egg, how much is enough? And when emergencies happen…
Protect
We can help you insulate yourself, your family or your business against the financial fall-out…
Workplace Pensions
This requirement, called automatic enrolment, will affect all employers. That’s why we…
Ongoing Service
Once you’ve organised your finances, how do you make sure they keep on track?
We all like to get a good return on our money, but with so many options, how do you decide which ones to choose?
Invest
There are a number of factors we recommend you consider before investing, including:
• How much risk are you willing to take – there’s a relationship between the risk you take with your money and possible return. We’ll help you understand the benefits and drawbacks of taking risk, whilst considering how you could cope with the ups and downs of investment markets.
• How long are you investing for – if you invest for longer, you can generally take more risk, meaning a higher possibility for a substantial return.
• Flexibility – your plans are likely to change over time. We’ll help you choose investments and providers that can be altered to reflect this.
• Tax Efficiency – you’ll need to think about how the investment you’re selecting is taxed, and how that will affect your current and future tax status.
If you’d like to talk about how we could guide you towards a clear plan, call us on 01773 712323 or email us at info@blue-spire.com
Advise
The financial landscape often seems intimidating, but we can guide you through the pros and cons…
Retirement Planning
Whether you’re just starting to save for retirement, or you’re real ready there, we can help you…
Save
When you’re building a nest egg, how much is enough? And when emergencies happen…
Protect
We can help you insulate yourself, your family or your business against the financial fall-out…
Workplace Pensions
This requirement, called automatic enrolment, will affect all employers. That’s why we…
Ongoing Service
Once you’ve organised your finances, how do you make sure they keep on track?