J A Morgan & Partners / Investments

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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.


The value of investments and any income from them can fall as well as rise and you may not get back the original amount you invested

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.



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J A Morgan & Partners is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority. J A Morgan & Partners: Registered in England - 11990207| Scott Cottage, Britwell Salome, Watlington, Oxon, England, OX49 5LG

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