Savings and Investments
There are a bewildering range of savings and investment vehicles available to the private investor, covering all categories of risk. We make sense of this in plain and simple language.
There are many different ways to save, but whichever way you choose; the general idea is the same:
1) To build up some money – savings – that can be used, for example, to make a large purchase such as a car, holiday or school fees.
2) Savings also provide security by making sure that some money is put aside for emergencies or unexpected costs. Customers should have a contingency fund.
3) Investing money is different and this requires a different approach in terms of strategies and also timescales. It may also require the client to take on risk or consider more risk than one would normally choose. It requires Ashley IFA to ensure clients understand the risks they may be taking on and also the possible opportunities and benefits.
Where Can I Put My Money?
Will it be safe?
Can I access this anytime?
Is it tax efficient?
Since there are so many different types of savings and investments, and there are potential risks with investments in particular, it is wise to seek expert advice which can be tailored to suit your own circumstances.
THE VALUE OF UNITS CAN FALL AS WELL AS RISE, AND YOU MAY NOT GET BACK ALL OF YOUR ORIGINAL INVESTMENT.
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