Capital sums for investing are acquired in many ways. These include inheritance, maturing savings policies, windfalls and proceeds from many years of saving. There are often many reasons why people choose to invest, which may include...
Short term investment needs (Up to 5 years)
These include saving for a car, a holiday or a rainy day. The most suitable asset type is usually cash held on deposit such as in a bank or building society account or with National Savings and Investments.
Long term investment needs (10 years +)
These can be saving for retirement, school fees or providing capital for children as they grow up. Depending on your attitude to investment risk, you may wish to consider other asset types such as securities, property and stocks and shares for longer term investment.
Other investment objectives may be more to do with how you want your investment to perform, such as producing Capital growth, Income or a blend of both. Perhaps capital security or a guaranteed return are important. For those prepared to take higher levels of risk absolute returns maybe be more important than some capital protection.
Whatever your investment objective, you'll need to consider a number of important factors including ease of access to funds, attitude to investment risk, charges and personal tax position.
To discuss your investment objectives contact us today with no obligation on 01525 383 296.
D Lambert Jan 2020-04-03
A Shotten April 2020
Why Choose Us?
We provide our services to suit you, whether face to face, telephone or email
We can access a range of mortgages from over 50 of the UK’s best-known lenders, but not deals that are only available directly from lenders. Your home will be repossessed if you do not keep up your repayments on your mortgage.
Client for life philosophy
We continue to monitor the market place and will keep you updated on opportunities through reviews to keep you on track to meet your long-term objectives.
Pension, Investment and Insurances
J.A.Morgan & Partners is committed to providing a range of financial and investment services for all of our clients, whatever their needs.
J.A. Morgan & Partners are appointed representatives of Openwork Limited which is authorised and regulated by the Financial Conduct Authority. You can find us on their website www.fca.org.uk. Our registration number is 214942. Our main registered address is Scott Cottage, Britwell Salome, Watlington, Oxfordshire, OX49 5LG.
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