01277 355 366 info@fowlerwealth.com

Investments

Investments

Whoever you are and whatever your circumstances, it is likely that you will have financial goals of some sort. Whether this is to fund retirement, accumulate wealth to pass on to future generations, be able to support family during your lifetime or perhaps a combination of these, in order to make the most of your wealth, it is likely that you will need some sort of investment plan.

Fowler Wealth Management provides solutions for our clients’ diverse needs, with a bespoke plan for each individual as we draw on our extensive experience that will enable to achieve their goals. We can do this as time is spent getting on to know our clients so we can plan effectively for their future.

Savings are an important part of your financial affairs, whether you’re saving for long term goals like repaying your mortgage or shorter term goals like holidays.

There is no one size fits all approach when it comes to growing your wealth as efficiently as possible.

We can help with a range of financial products tailored to your investment needs that may include:

  • ISAs
  • Investment Bonds
  • Trusts
  • Investment Accounts
  • VCTs and much more.

Once established, we will continue to review your portfolio on a regular basis to ensure it adapts to changes in your circumstances and attitude to investment risk, as well as with changes in the wider economy, stock markets and your individual funds. If there are to be any gaps in the portfolio then we will look to fill these gaps so the financial objective is going to be achieved.

When it comes to managing investments, the assistance of a financial adviser able to provide advice on the full range of wealth planning strategies can make all the difference in achieving your goals.

For help and advice in relation to investment planning, please get in touch with us.

Risk Statements

EIS’s and VCT’s invest in assets that are high risk and can be difficult to sell such as shares in unlisted companies. The value of the investment and the income from it can fall as well as rise and investors may not get back what they originally invested, even taking into account the tax benefits.

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

To speak to a financial adviser that can help you plan for your future call 01277 355 366

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