The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.
Tax treatment varies according to individual circumstances and is subject to change.
The definition of investment is to commit money or capital in order to gain a financial return usually in stocks, bonds and property. There are thousands of different investments: tax wrappers and unit trusts, active, passive and tracker funds. Choosing the correct one that suits your needs can be baffling. At Palantir Financial Planning Ltd we have the necessary authorisation to advise on the majority of investment products. These include:
We can assist clients who have a large capital sum to invest and/or regular monthly amounts in order to increase the savings pot and avoid their money being eroded by inflation.
We can provide a number of bespoke investment solutions depending on the figure to be invested, time horizon, your attitude to risk and capacity for loss. We have in-depth discussions with all our clients on what their goals and objectives are in the short, medium and long term. All of our investment solutions are tailored to your individual needs.
Once your money is invested this is not the end of the journey but the start. We will keep you regularly informed with updates and frequent reviews to ensure your investments are on track to meet your objectives. Together if necessary we can make adjustments to your investments that may be due to changes in your circumstances, legislation or market conditions.
Having a prudent managed investment strategy is vital for achieving your financial goals in the future. We have access to the latest market research and therefore we can offer a wide variety of low-cost and fully diversified portfolios to meet you specific needs.
All of our investment charges are fair and transparent, with no hidden fees, in order to give our clients complete confidence in the service we provide.
We offer a free no obligation initial consultation in which you can have an open and honest conversation with a regulated company to determine if we can assist with your future financial plans.
“Successful investing is anticipating the anticipations of others.”