Savings & Investments

Being independent allows us to work on YOUR BEHALF!!

The first question we would ask you is "what are you trying to achieve?". Do you require investment advice for Growth or Income or maybe a combination of both.

There are many different types of savings and investment products:

• ISAs, Unit Trusts, Bonds
• National Savings & Deposits
• Maximum Savings & Deposits
• Investment Trusts, Portfolio Planning
• Trustee Investments, Friendly Society Investments
• School Fees Planning

investment for growth and/or income saving for a special occasion greater income in retirement saving for a child's education saving for a deposit on a first house

The value of your investment funds will determine the amount of capital you have available in the future to fund such things as retirement, education fees, weddings etc.
Do you know how your investments are performing?

Watermead Financial can provide fund performance analysis and also review your investment profile to establish your true attitude to risk & reward.

Take action and contact us today – no action could deprive you of healthy returns!

Whatever your requirements, by asking the right questions we can explain the advantages and disadvantages of various products. As your IFA, our job is to help you achieve your ambitions taking into account your attitude towards risk and your focus on income or capital growth.

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