Achieving a good return on our money is something we all aim for.

So when we invest we do so with the expectation of generating income or capital growth.

For most styles of investing the returns will not be guaranteed and can be affected by market conditions. Secure returns are normally offered by investing in areas such as cash and are usually available from the Bank or Building Society.

Investing money to achieve a specific goal is normally considered to be a medium to long term strategy, e.g. planning for retirement. Depending on your circumstances this can be achieved by investing on a regular basis, usually monthly or annually, or by investing a lump sum.

The value of the investment and the income they produce can go down as well as up and you may not get back as much as you put in.

Why Invest?

We invest for a number of reasons:

Saving for a specified purpose

Building a pot of money for personal use at a later date

To beat inflation to ensure that we maintain a good standard of living

Before you Invest

Before you invest, we recommend that you have addressed four key areas:

You have sorted out any debt

You have adequate emergency funds

You have adequate financial protection to cover common risks such as being off work due to sickness or accident

You have considered your income needs in retirement

We will help you establish your needs and actions in the above areas and make recommendations to address these, in line with your investment requirements

Find out more about

Find out more about
Attitude to Risk

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Spreading Risk

Convinced? Have a chat with by calling 020 3463 8836 or contact us now

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Ablestoke Financial Planning LLP’s Registration Number is OC367708 and place of registration is England. The Company Registered Office is Admirals Offices, Main Gate Road, The Historic Dockyard, Chatham, Kent, ME4 4TZ. Ablestoke Financial Planning LLP is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, which is authorised and regulated by the Financial Conduct Authority. Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited are entered on the FCA Register under reference 440703 and 440718. The term partner is used to refer to a member of Ablestoke Financial Planning LLP.

The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Tax treatment varies according to individual circumstances and is subject to change.

Your home may be repossessed if you do not keep up repayments on your mortgage.

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