6 Shelton Road, Bournemouth, Dorset. BH6 5EZ
Investments
With interest rates falling, many savers are finding it difficult to grow their money. Investing may be an option. When we meet I will guide you through your options and help you to decide how much risk you are willing to accept. And what about taxation, accessibility to your money, which funds to choose? We will discuss all these matters as I guide you through the complexities of investing.
The value of units can fall as well as rise, and you may not get back all of your original investment.
Tax planning is not regulated by the Financial Conduct Authority