Savings & Investments

Savings & Investments

Whether you’re saving for a rainy day or investing for the future there are several things you need to consider.

Investors usually have one or more aims - capital growth, making their existing money grow, or generating income. Whatever option it is, we have access to a variety of savings and investments options to help you grow your money and achieve your aims.

You can choose from a wide range of investments, giving you access to one or more of the following.

The four asset classes are:

  • Cash
  • Shares/Equities
  • Corporate bonds or fixed interest investments
  • Property

At First For Finance we help you:

  • Identify your investment goals
  • Select the type of investments and the level of risk that suits you
  • Develop a diversified portfolio
  • Invest for the medium to long term
  • We can help maximise the tax efficiency of your savings and investments by fully utilising your annual tax free ISA allowance.
  • Remember the value of investments can go down as well as up and you may get back less than you invested.

Our team at First For Finance will review your current situation, taking account of your future goals in order to create personalised recommendation that is tailored to suit your needs.

NEWS FEED - Thu 22 Mar, 2018

Clare Murray T/A Mortgage Solutions is a trading name of Milecross Financial Solutions Ltd, who are an appointed representative of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority.