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Investment Advice

Making your money work for you whilst minimising the risk…

Creating wealth by investing effectively is how you achieve your financial goals sooner. Making your savings work hard for you is imperative in this process.

Investing wisely is important for people from all works of life, not just those who are already wealthy. In reality, you do not have to be rich to be interested in investing your hard earned money. A financial plan that has been well thought out for the short, medium and long term can help anyone improve their wealth and future income. You’ve worked hard for your money, make sure it works hard for you!

Click here to find out how Matthew Morton & Co fared in a recent mystery shopper survey of financial advisers in the local area:
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What type of investments should you choose?

Depending on your individual needs, there is a large and varied choice of investments that could be suitable. Independent Financial Advice is important when choosing which options are suitable for you.

When advising you we will take into account:

  • Your future life plans including your goals, short, medium & long term
  • The level of risk you are comfortable with
  • Your present financial position

In addition we will also advise you on:

  • How accessible your money will be
  • The kind of performance you might expect
  • The security of the investment
  • The tax implications of any investment
  • Whether your investment will grow in line with inflation
  • How long you will need to invest for

When is the best time to make an investment?

The length of time your prepared to invest for is in fact the main consideration in determining how your money will grow. When you do it is up to you.

Taking a long term view is the best way to reduce the short term effect of fluctuations in the market. A long term investment strategy will allow you to benefit from higher growth whilst you enjoy earning ‘interest on your interest’ increasing the return on your investment.

Creating an investment plan that’s right for you

A considered and well thought out financial plan is of the utmost importance when making your choice of investments. Investing without a strategy on a gut feeling or sure-thing rumour is extremely risky and not to be recommended.

Before you make any decisions on how best to invest your money speak to our Independent Financial Adviser who will work with you to find out what types of investment are suitable for your needs based on your attitude to risk & return and your current financial position.

Want a free initial savings & investment consultation?

Even if you already have a savings and investments plan, another opinion from an independent financial adviser can help give you confidence in your present as well as your future. Just contact us on Tel: 0118 9503870 to make an appointment. Alternatively you can email us at advice@matthewmorton.co.uk

 

Matthew Morton & Co is an appointed representative of IN Partnership the trading name of The On-Line Partnership Limited which is authorised and regulated by the Financial Services Authority. This website is only for the use of UK residents. www.fsa.gov.uk  

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