Investment and Portfolio Planning

Today there are a bewildering range of savings and investment vehicles and options available to the investor.

Investment and Portfolio Planning

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.

Risk and Reward
Unit Trusts
OEICs
Investment Trusts
Individual Savings Accounts
Government Gilts
Corporate Bonds

The value of units can fall as well as rise, you may not get back all of your original investment.

Purchasing a property in Barnet and the surrounding area

Click here to find useful links for Estate Agents and Chartered Surveyors websites in the area of Barnet.
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Head Office

Simpson Bowers Wealth Management Limited
First Floor Office, 143 High Street,
Barnet, Herts, EN5 5UZ

T: 0208 275 8555
F:
0800 2061354
E:
gary@simpsonbowers.co.uk

 

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