Investment Planning

There are such a wealth of investment products including ISA’s Investment Bonds, Unit Trusts & OEIC’s, Enterprise Investment Scheme’s & Venture Capital Trusts to name a few, all are treated differently from a tax perspective and some can be used with trusts to achieve different objectives.

We are experienced in using these tools to create plans to meet our client’s objectives.

NOTE – THE FUND VALUE MAY FLUCTUATE AND CAN GO DOWN.

The Investment Process

Underpinning any product whether it be a pension an ISA or any other arrangement, the investment process is fundamental.

We assess a clients attitude to risk and objectives and then design portfolio’s to achieve goals and objectives within the identified risk parameters which are kept continually under review.

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Gordon has been my financial advisor for nearly 10 years now, looking after both business and personal pensions and investments for me. I feel incredibly lucky to have found an IFA that I can trust and communicate easily with, that quickly understands my ever-changing needs. I have seen very good returns on all the financial products Gordon manages for me and would have no hesitation in recommending Planning Together as a long term financial partner.

Stuart Jordan