Investments and Savings
Choosing Investment & Savings opportunities – Professional Investments & Savings Advice from Qualified IFA’s
With such a large variety of investment products, solutions and opportunities available, it can be confusing trying to decide the best route.
At Reeves Financial we treat each client individually, looking at your current financial circumstances as well as your future needs and plans so that we can provide advice and strategy on the right investments for you. We take tax efficiency very seriously, examining both immediate and future taxation to ensure you are making the right decision.
In designing and managing savings and investment portfolios, we strive continuously for tax efficiency, taking account both of immediate and prospective taxation.
We recognise that investment management is not only about good performance but just as critically, about low charges.
Capital needs efficient management, to avoid tax problems, and provide security for families and estates, both now and in the future.
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The following are some of the products that we can offer advice on:
- Individual Savings Accounts (ISA’s)
- Stocks and Shares (ISA’s)
- Investment Bonds
- Guaranteed Bonds
- Unit Trusts
- Investment Trusts
- Venture Capital Trusts (VCT’s)
- Offshore Investments
We will ensure that the products we recommend to you are the most appropriate for your individual circumstances.
Investments – The value of units can fall as well as rise, and you may not get back all your original investment.
Trusts advice is not regulated by the Financial Conduct Authority.
Author: Adam Reeves
DipPFS Cert CII (MP&ER) EFA
Independent Financial Planner, Wealth Manager, Director
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