Investments

a carefully considered investment can make your money work smarter

invest for success

The right investment can reap huge rewards.  We'll analyse your current situation and advise you on the best investments for your money. There are a huge range of options in this area but we'll cut away the chaff and ensure you are sowing the seeds for a brighter future.

  • Past performance is no guarantee of future returns.
  • The price of shares and the income from them can fall as well as rise.
  • The value of any investment is not guaranteed and on encashment you may not get back the full amount invested.
File
risk and reward

From the outset, we'll be frank and honest with you regarding your investments. We'll talk to you initially about what you want to achieve, your current tax position, the level of risk you are willing to take and what capacity for loss you have. From there we'll recommend the best route to enhancing your wealth, whether that is via unit trusts, onshore/offshore bonds, growth plans, NISA/ISAs  or any other investment product.

 

File
savings

There are a plethora of options for making the most of your hard-earned money and our experts have years of experience in how you can best grow your wealth. They can also advise you on any tax implications and on how you can invest in, for example, child ISAs, where the growth is not taxed.

 

Teaser - Half width
bonds

From guaranteed growth and guaranteed capital to onshore/offshore bonds, we will endeavour to ensure that you receive the best possible, tax efficient return on your investments at a risk level you are comfortable with.  We take your specific requirements and make sure your money is invested in the most effective way possible.

 

Teaser - Half width
planning

You might want to plan for inheritance tax (IHT) or for costly school and/or university fees. At Shore, we can show you straightforward ways to achieve your goals, with the minimum of fuss. It's never too early to plan for the future and we'll help you every step of the way.

Teaser - Half width
investment groups

Unit trusts and open ended investment contracts (OEICs) offer the opportunity to invest your capital in an investment group, as opposed to buying stocks or shares directly.  While these two fund types operate similarly we can advise you on the nuances of both and help you decide which is more appropriate for you.

Teaser - Half width
your goals are our goals

We are all about helping you meet your objectives for your investments. Friendly, efficient and effective, we talk in plain language and aim to make the process painless for you. As fully independent financial advisers, we have access to the whole of the market and with our expertise and quality of service, we are confident you'll want to work with us long into the future. Contact us today and let's start making your money work smarter.

Default
testimonials
Having know Nic for many years we have always received not only good service, but practical advice. Being a self employed business owner, Nic has been able to help us on several occasions when “High street” lenders have failed miserably. I have been pleased to recommend Nic several times over the years.
Richard & Dallas Colwell