For the majority of our clients a key objective is to achieve significant growth in the value of their capital over time, and then preserve the value of that capital for themselves and their family. We recognise that investment management is not only about good performance, but also about competitive costs. In designing solutions for you we will:-
- Look at your complete financial situation and future needs
- Assess your tolerance to investment risk and what risk means to you
- Aim to minimise your liability to taxation, both now and as far as possible, in the future
- Recommend products that are the most appropriate for your individual circumstances
As a result you can be confident of the future and be assured that your IN Partnership Adviser will be with you for the journey.
There is a wide range of investment products in the market place, both for lump-sum investment and regular savings e.g. Individual Savings Accounts (ISAs), Investment Bonds and Unit Trusts. We will consider all relevant options and advise accordingly.
THE VALUE OF YOUR INVESTMENTS CAN DO DOWN AS WELL AS UP. PAST PERFORMANCE IS NOT A GUIDE TO THE FUTURE