The fundamental objective with investments is to achieve an above average investment performance for a given level of investment risk.
This is predominantly down to an appropriate asset allocation i.e. the split between equities, fixed interest, properties and cash. It will also be down to the charges on a contract and the fund management arrangements.
With any financial planning, it is important to be as tax efficient as possible. A good starting point is normally using the Stocks & Shares ISA allowance of £20,000 2023/24.
At IEP Financial our investment and wealth management process revolves around understanding our individual clients’ financial position and objectives. In terms of fund choice and portfolio management our financial planners will assess your attitude towards investment risk in order to make you an appropriate recommendation.
We build an investment proposition by agreeing a strategy and then conducting regular performance reviews. This ensures the chosen approach and investment risk level reviews are appropriate for your circumstances.
This is vital, because inevitably your circumstances will change over a period of time, whether it is having a family, changing jobs, receiving an inheritance or nearing retirement. In fact, we believe in helping our clients getting the best results whilst providing the best service; looking after you and your investments.
Would you like more help and information on investments?
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Please contact us at our Brighton & Hove office.
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Investing Tax Efficiently
The way that investments are taxed has changed over recent years due to successive governments’ policy changes.
Investment Planning and Asset Allocation
Investment planning is now more of a science than an art; due to technology, ever-increasing investment opportunities and stricter regulation.
Making the Most of ISAs
When Individual Savings Accounts (ISAs) frst appeared in 1999, as a replacement for PEPs and TESSAs, they were a relatively straightforward offering.
Investing For Your Children
Most parents want to help their children financially, whether it is making sure there is enough money for their education or helping them to buy a property.
Investing In VCTS, EISS and SEISS
Governments of both hues have introduced (and closed down) a variety of schemes to encourage investment in new and small businesses.