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Emma Copley would like to save for some house renovations.  A few questions that she might need help with are:

• What is the interest rate?
• How much return would I get using different investment strategies?
• How easily can I access the money?
• Are there any charges to pay?
• Can I add into it when I want to?
• What are the potential rewards for different risk profiles?
• Can I afford to lose the minimum gain associated with these risk profiles?

How can we help her?

🔨 As there are many different ways of investing and saving, our advisers would look at Emma’s risk appetite, investment objectives, current circumstances and how long she is willing to invest her money for, giving her a personalised recommendation regarding the best way to invest to strengthen her finances

🔨 If needed, we could help Emma set up monthly payments and withdrawals

🔨 Ensure Emma’s investments are held within the most tax efficient product possible and advise her on how to continually improve her tax efficiency over the years

🔨 We will do all of the research, having the required experience, knowledge and skills when it comes to investing and have the time and resources to review her finances regularly to make sure everything is on track

🔨 Help Emma explore the different asset classes, and should she have any investment preferences we can help her invest in this way, for example would she prefer to look at sustainable investing

If you would like advice regarding savings and investments, contact a member of our team.  We have experienced and knowledgeable teams within our Dalston, Dumfries, Penrith and Workington offices.