advice about savings and investmentsIn today’s uncertain world, it’s more important than ever to manage your money and plan for your financial future. The majority of people know that they need to plan but do not know where to begin.

You may be just starting out and want to save for a deposit for a house; A young parent wanting to put money aside for your child’s school fees or a wedding; Have cash sitting in the bank account but not have the time or knowledge to invest it yourself; Have a large pot of money and simply want to benefit from our expert investment advice.

At The Orchard Practice we understand that everyone is different and that what works best for one person may not work best for you. That’s why we will make a recommendation designed specifically to meet your aims and objectives and regularly review it with you to make sure we are meeting our targets and make any changes as appropriate.

The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.

Some of the core investments that we can make on your behalf include

  • Stocks and Shares ISAs
  • Bonds
  • Investing for income
  • Investing for capital growth

Depending on your risk profile we will also utilise various forms of special investments including

  • Offshore Bonds
  • Venture Capital Trusts
  • Enterprise Investment Schemes (EIS)
  • Structured Deposits
  • Trustee Investment Plans

Live World Indices are powered by

If you would like further information about how we can help with your savings and investments or would like to arrange a meeting please contact us or call 020 8953 8687

Our Promises To You

As part of our ongoing service to you, we will:

  • Get to know you, your circumstances and your financial position, listening to what you want to achieve and ideally how you would like to achieve it.
  • Discuss with you the options available and how these will impact your investment.
  • Consider the tax implications of any recommendations we make to help you utilise your tax allowances and exemptions efficiently.
  • Help you understand your attitude to risk to make sure you do not take more or less risk than would suit you.
  • Regularly review your finances with you and make the necessary changes to ensure everything is still on track to meet your goals.
  • Complete all paperwork.
  • Always be there for you to keep you up-to-date and answer your queries.