Service for you from Sunday
Striking the right balance between returns and long-term investment security can be tricky. The value of investments can go down as well as up. The key to a sound portfolio is balance. At Sunday we can show you how to manage risk and diversify your interests.
Investments such as Traded Endowment Policies (TEPs) offer low-risk investment and the potential for a tax-efficient income. At the other end of the spectrum, hedge funds could be of interest to investors prepared to take greater risk for substantially higher returns – in the knowledge that they could lose some or all of their investment.
We will show you how to spread your funds across a range of investments to help protect yourself against an unexpected share price collapse.
If you want more control over your pension investments and wish to maximise the available tax breaks which are currently available, you might consider a Self-Invested Personal Pension (SIPP). For those who want income flexibility at retirement, Phased retirement is another option. Sunday will work through the options with you and find a solution that suits your circumstances.
Sunday can also advise on tax management. We can set you straight on issues such as income tax, capital gains and inheritance tax.
For all round financial advice call
Sunday.