Investment
Before we look at investment planning, please ask yourself this- what is it I am looking to save for? By answering this we can now gauge your timescales and your level of commitment to achieve the end result. We all have personal goals and what we would like to achieve from our hard earned cash, however understanding where to put it is always the dilemma. With so many choices available to individuals, the following points may help you decide what you are looking for- · Tax position (for self and investment) · Costs and charges · Risk exposure · Underlying investments (Where is it?) · Flexibility · Income and growth options · Term At Generation Financial Services we believe that ensuring our clients understand how a portfolio is created and managed, will enable us to work together to create a bespoke investment cenerted around their objectives. With the ever changing conditions in the financial markets, constant servicing and updates are critical. We strongly believe that - what may suit you one day may not the next, and when your life style changes your investments must be reviewed to mirror those changes. We also work closely with some of the most highly respected providers and discretionary fund managers who can manage your portfolio on a regular basis in line with your objectives. We have negotiated excellent terms with some of these managers which can also work out more cost effective than going it alone. Our advisers also spend a lot of time and resources to keep their knowledge up and ahead of the game, so we can pass this onto our clients and apply to any recommendations made. We review and offer advice on the following- · Investment trusts · Unit trust/OEIC · ISA accounts · National Savings · Onshore/Offshore Bonds · Structured products · Investment wraps · Exchange Traded Funds · Discretionary fund management · Venture Capital Trusts · Enterprise Investment Schemes
