Tailor Made Investments to Suit Your Needs
Saving in a bank or building society is a low risk way to build up money, however, the opportunity for growth is limited. If interest rates offered by a bank or building society is lower than inflation then the spending power of your money can be eroded over time.
Investing your savings provides the potential to generate far greater returns than you could achieve if you simply leave your funds in a deposit account. However, as an investor you are taking a greater risk as the returns are not guaranteed and the capital sum you invest could also be at risk.
There are a wide variety of investment options available, when deciding how to invest your money. IPFM can help you make the right decisions. IPFM tailor investment solutions to suit your individual needs, risk tolerance and capacity.
We take into account key factors such as:
- Your Personal Circumstances (age, health, dependents, financial goals)
- Investment duration
- The level of risk you are prepared to take and your capacity for loss
- Your personal tax position
Creating the right portfolio
We can then create a portfolio that is exactly right for you, which could consist of a variety of the following:
- Investment Bonds
- Investment Funds & Investment Trusts
- Junior ISAs
- Equity Investments
- Corporate Bonds
- Income Bonds & Growth Bonds
- Offshore Collectives
- Unit Trusts
Keeping it personal
At IPFM, we pride ourselves on our personal service, and will endeavour to assist you in making the right investment choices, and of course will provide ongoing portfolio support and advice.