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.


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