Savings and Investments
Chart your course
Setting the direction for your investment and savings strategy is fundamental to both your current financial health and future wealth. Defining your attitude to risk, investment diversity and asset allocation are not decisions that should be treated lightly or without the right guidance.
Our investment advisers will create a balanced and well-structured programme that meets all of your objectives. We will then select only well established and trusted investment vehicles that offer proven performance and a stable platform for your money.
We can also accommodate very specific personal factors. For instance, if you would like your money invested exclusively in ethical or green funds, then we have access to a huge range of matching investment channels.
Pinpoint your location
Creating a sound investment strategy is the first part, keeping this accurately monitored and assessed is the next. Moneygate will schedule regular reviews to ascertain the current performance and future prospects across all of your investments.
We will use these milestone reviews to manage growth, minimize risk, move asset classes and re-distribute funds in line with your requirements. You will also receive an up to date valuation of your investment funds and savings plans so that you always know your exact financial position.
Whether investing is new to you, or you are an experienced individual looking to revise an existing portfolio, our highly qualified advisers will aim to deliver on every one of your objectives.
- ISAs & authorised Unit Trusts
- Open Ended Investment Companies (OEICs)
- Bonds & deposit accounts
- Fixed interest securities
The value of investments and the income derived from them may go down as well as up and you may not get back the original amount invested.