Investment Planning

Time to discuss the options and ensure you make the right decisions for your future?

To secure your financial future, it’s vital to create and maintain the right investment strategy. Whether it’s keeping a little to one side for a rainy day or investing heavily in a future of potential wealth, Bradstock Bourne will provide the quality advice, comprehensive investment solutions and ongoing service to help you secure your financial future.

Most people invest in order to generate a good return over a reasonable time frame that might not be achievable through other savings routes. Setting out your life goals will help determine the right investment route for you to ensure you get there. Our highly qualified Independent Financial Advisers will curate a portfolio with an asset allocation that is aligned to your agreed risk level and is suitable for your investment and financial planning needs.

Multitude of investment options available in the market place

We understand investment management is only part of the overall financial planning process but forms the important bedrock on which your financial goals can be achieved. Whether you are looking for short-term returns or putting significant sums of cash away indefinitely, Bradstock Bourne will guide you through the options and ensure you make the right decisions.

With a multitude of investment options available in the market place today including; Stocks and Shares Individual Savings Accounts (ISAs), Open-Ended Investment Companies (OEICs) and Investment Bonds, whether you are new to investments or want to re-evaluate your portfolio we will help you make informed decisions.

Keeping your investments aligned with your attitude to risk

The key approach to getting investments and portfolio management right is to understand what you want to do and only do what you are comfortable with. You need to consider the amount of money you can invest, the level of risk you are willing to take, the rate of tax you pay and the amount of income or growth you want to achieve.

Regular rebalancing of your investment portfolio will ensure your investments align with your attitude to risk and return which is imperative. Tax management, particularly Income Tax and Capital Gains Tax, are also key elements of your investment portfolio construction.

Learn more about our services

For a complimentary, no obligation consultation, please contact our highly experienced team of In-dependent Financial Advisers on (0115) 941 8585 or email info@bradstockbourne.co.uk.

0115 941 8585

Investment Planning