INVESTMENT PLANNING – WEST SUSSEX, SURREY & BEYOND
With so much choice, knowing the best savings and investment options from the thousands of available funds can be a minefield. We help individuals and businesses owners across West Sussex, Surrey and beyond with strategic investment advice on where to best put your savings so you can grow your wealth with a comfortable level of risk and still achieve the finances you need for the future you dream of.
YOUR LIFE
We all have a story. It’s what makes us human and it’s what makes us tick.
We listen to your story and ask challenging questions; digging deep to find out what would really make you happy.
OUR GUIDANCE
We evoke emotion and instigate conversation around what you need to make your dreams a reality.
Then we offer expert investment advice to put you on the path to achieving them.
YOUR PLAN
We used advanced financial forecasting software to project a range of possible scenarios, ensuring they will not derail your life plan.
Then we put your plan in action, reviewing it regularly to ensure you’re on track.
THE INVESTMENT STRATEGY THAT’S RIGHT FOR YOU
Whether you are targeting growth, income, or a combination of the two, we carefully plan the most appropriate investment strategy to meet your goals.
If you have existing investments, we will also review those to make sure that your money is working as hard for you as could be and offer advice and solutions if it isn’t.
Not sure if you are saving enough for your future?
Want to save more, but not sure about the best options?
Nervous about the level of risk involved in your savings and looking to discuss your options?
We work in partnership with you to understand what makes you tick and what you are looking to achieve. Your money is a vessel for supporting the lifestyle you desire, but at all stages of investment planning, we never lose focus on what that lifestyle is as that’s the most important thing.
Once we understand more about you, your attitude to risk and your long-term and retirement plans, we develop a bespoke lifestyle financial plan that then puts us in the perfect position to recommend the most suitable investments.
the opportunities for the highest return naturally come with a larger risk factor. To determine your comfort level and to plan the best investment strategy for our clients, it is important that we understand your attitude to risk.
INVESTMENT PLANNING
By getting to really know you first, by understanding your hopes, fears, and personal circumstances, then by understanding your investment timescales and your attitude to risk, we can then create a lifestyle focused plan to help you achieve your objectives.
ACCUMULATING WEALTH
Your immediate savings are opportunities to enter into short to medium-term accounts of less than five years, where appropriate. These accounts are a low-risk home for your savings and can also help to reduce your overall risk if you hold other assets, such as equity and property.
MAXIMISING ALLOWANCES
We are great believers in utilising all available allowances in order to optimise your financial situation and make the most of your money – it is important to take advantage of all available tax-efficient, deposit-based investments.
The National Savings range presents a very positive investment opportunity for individuals to maximise their net returns and they can provide a guaranteed hedge against inflation.
INVESTMENT PERFORMANCE REVIEWS
When did you last take an honest look at your investments and their performance?
Have you accumulated various savings and investments over the years and do you even know where they all are?
We conduct a thorough review of your investments and whether we can make them work better for you, looking in detail at where your money is being invested and how it can be better used to meet your goals.
BUILDING AND SAFEGUARDING YOUR WEALTH WITH EXPERT INVESTMENT ADVICE
HERE’S WHAT WE’LL DO:
- Discuss what you would like your life to look like, so that we can work out the finances you will need to make it happen
- Create a detailed financial forecast to make sure you will have enough money in the future
- Develop a plan to account for any projected shortfalls in income
- Ensure you are saving enough to meet your life goals, at your comfortable level of risk
- Make sure you are maximising all allowances, utilising all available tax breaks and making the most of the opportunities available to you
GET IN TOUCH:
The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK. Global Financial Ltd is a member of Best Practice IFA Group Ltd which is authorised and regulated by the Financial Conduct Authority. Details can be found at www.fsa.gov.uk under reference number 506634. Global Financial Ltd is registered in England, no. 00922704.
The Financial Ombudsman Service (FOS) is available to handle individual complaints that financial services businesses and their clients are unable to resolve. To contact FOS please visit us at www.financial-ombudsman.org.uk