Investment Planning
If you want to invest your money, there are numerous options available. Investing can take numerous forms, whether it be in the form of regular monthly savings, lump sums or maybe from a property sale or inheritance. Whichever option you decide to choose, it is essential that you approach these investments with care.
Any investment carries a certain degree of risk and it is therefore essential that you choose an investment which reflects your appetite for risk can help deliver results which are in line with your investment objectives.
Here at McGrady Financial Services, our highly trained and experienced advisers can assist you with selecting and reviewing the performance of:
- ISA’s (Individual savings Accounts)
- Investment Funds
- Investment Bonds
- Unit Trusts and Pensions
Contact us today to have a chat with one of our experienced Financial Advisers to help plan your investments.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax reliefs generally depends on individual circumstances.
Equities do not provide the security of capital associated with a deposit account with a bank or building society.