Investment Advice

Financial Investments can be complicated and come with an element of risk. Professional Investment Advice can help you understand what you need to know and make an informed decision about your investments.

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If you’d like to discuss your financial circumstances and speak to us about Professional Investment Advice, contact us for more information. We’ll be happy to explain our services and how our advice could help you plan to meet your financial goals and objectives.

How can you benefit from Professional Investment advice?

If you have clear financial goals you’d like to meet in the future, a detailed plan tailored to your individual circumstances can help you achieve them. Working with a professional adviser can help ensure that you have considered your financial situation fully and you understand the risks as well as the opportunities, before you invest your money.

Investments can work alongside savings, pensions and other financial products to help ensure that you can plan your finances effectively for the future.

What do you need to consider?

If you’re looking to make investments as part of a wider financial plan or Wealth Management programme, there is a great deal you need to consider. Before investing you could give some thought to the following:

  • The amount you have available to invest
  • Your attitude to risk with your investments
  • Your financial goals for the medium and long term
  • Significant purchases planned for the future
  • How soon you need to access your funds

This is not an exhaustive list, and there will almost certainly be many more things you need to consider before making any investments. A full fact-find with a financial adviser will help you explore your financial circumstances

How can JM Glendinning help you?

We have a team of experienced, impartial advisers on hand to give you the advice you need. They can look at investments as part of an overall Wealth Management plan to help you meet your financial goals. Contact us to find out more and discuss your financial circumstances.

Contact us for more information

If you have any questions, or would like to know more, call us on 01943 876631 or contact us through the website and we’ll be happy to help.

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