INVESTMENT PLANNING
Once you have retired you may feel differently about the way you wish to invest your savings. If you already have an investment portfolio, you may wish to consider rebalancing it to produce income to supplement your pension. On the other hand you may wish to move from speculative investments that you have held in the past, to more cautious funds.
At Touchstone we can help you to understand how you can achieve your objectives throught careful plannning. We will look closely at your attitude to risk and consider how this is reflected in the investments you hold. We will guide you towards investing in funds that match your risk profile and products that will be efficient from the perspective of taxation.
Whether it is long term growth you wish to achieve or an enhanced income, we will endeavour to match the appropriate investments to your needs.
For further information or a no-obligation confidential financial review,
email Tom Dillon or telephone 01788 816964.
The FSA do not regulate National Savings products and some forms of School fees planning.