Today there are a bewildering range of savings and investment vehicles and options available to the investor.
Today there are a bewildering range of savings and investment vehicles and options available to the investor. Building an investment portfolio must take into account tax opportunities and implications, attitude to risk and reward and balancing it to the need for income, growth or both.
Following a detailed personal review of your current financial position, aspirations and objectives, Simpson Bowers Wealth Management will assess all of the above factors with you before making recommendations for your asset portfolio. Wealth creation and management is an ongoing process and we will look to meet regularly to ensure the best chance of your objectives being met.
The value of units can fall as well as rise, you may not get back all of your original investment.