Whether you be looking to achieve capital growth, income, or simply saving for a certain target event, we can help you get the most out of your investments.
Planning your investments
When advising on your investments, there are many factors that we will consider, including:
- Purpose — what are you saving or investing for (income, growth, an event - school fees or wedding etc.).
- Timescale — invariably your investments will have to serve many purposes at different stages in your life. We target different milestones, so arrangements are set up over the correct timescales.
- Existing plans — we will consider your current arrangements, their ongoing suitability, and how they may affect any new investments you make
- Attitude to risk — how much risk, if any, do you want to take with your investments?
- Access to capital — can you afford to tie your investments up without being able to call on them in an emergency?
- Tax mitigation — one of our key considerations is how to make your investments as tax-efficient as possible and therefore avoid unwanted Inheritance Tax, Capital Gains Tax and Income Tax bills.
Managing your investments
As we all know, circumstances change, and as such it is crucial that investment plans are regularly reviewed and altered if needs be. As a client of Stan Gaskin Ltd you will receive regular detailed portfolio reporting and regular reviews with your advisor, which will help to ensure that your arrangements do not become out of date.
Types of investments
As wholly independent financial advisers, we have the whole market to choose from when recommending investments. Different investment products such as Maxi ISAs, Mini ISAs, PEPs, Unit Trusts & OEICS, Investment Bonds, will all be used based on their appropriateness to your situation.
Free Investment Review
If you would like us to conduct a review of your investment portfolio, in order to advise whether it is best designed to meet your current and future needs, then please click here to send us an email. Our initial review will be free of any charge or obligation.