HELPING YOUR GROW YOUR WEALTH
Investing your money now is the best way to get the most from it for your future. The rising cost of living coupled with low interest rates can see the value of your cash savings erode over time.
Whether looking to grow the capital or do so whilst taking an income, we will help you to create an investment strategy that works for you.
If you feel that your investments could be doing better let's talk
Use the link below to arrange an initial free consultation at a time that suits you.
Book an appointment
If you prefer call 0118 9469717 or email ion@assets.ltd.uk
What do you want from your money?
- Do you have investments but are unsure if they are suitable for your future?
- Is your money working hard to generate you an income?
- Is your cash sitting in the bank when it could be invested?
We help you to identify what your money could be doing for you.
Creating a solid investment portfolio is about far more than growing a pot of money. It is about keeping your money secure whilst growing the investment. There are several factors that impact how your portfolio performs; from the health of the global economy and the individual investments you choose, through to your tax position and changes in the law. Our expert investment advice is crucial in helping you to make sense of your options whilst ensuring that you avoid common pitfalls.
Will my finances maintain my lifestyle?
Once we have sat down with you to understand your current needs and discuss what could change further down the road, we will take a closer look at your existing assets. Whether it’s ISAs, pensions, property or any other type of investment; we make sure that you get the full picture of your position. Using Cashflow Modelling we will give you insight into the cost of your lifestyle and whether it is likely to be sustainable over the long term.
None of us can predict how long we are here for, so careful ongoing management is crucial to maintaining an ongoing income stream that will take you into your later life. We help you to find the balance between ensuring a regular income of the amount you need and securing your long term financial security and wealth.
Tax effective investments
Tax can have a huge impact on how well your investment portfolio performs. Making the most of the tax benefits available to you will ensure the growth of your wealth. We help you to identify the best investments for your needs and advise on the most advantageous way for them to be held. We help you to decide upon the right mix of ISAs, pensions and other investments to maximise tax savings.
Expert, independent financial advice with fair fees
As independent financial advisers (IFAs) we consider options from the whole market and make unbiased and appropriate suggestions tailored to you.
We look carefully at what you currently have and if changes need to be made we will make recommendations to ensure that your money works hard for your future.
We are transparent and clear about what we charge for our services. See details of our services and fees to know exactly what you are paying upfront for both our initial advice and ongoing support.
Do you have ethical investment (ESG) concerns?
Many people wish to ensure that their investments align with their values and principles. We have been helping people to make ethical investment choices for over 30 years.
Here for you now and in the future
Making the most of your money requires continuous evaluation of both your situation and your options. We will manage your investments and pensions to make sure your strategy works for your ever changing needs and makes the most of any tax breaks.
Helping Our Clients
Phil and Joy were approaching retirement and wanted to know if they could afford to retire. They had savings and wanted a better level of income than they could get from the bank or building society or bank. Whilst income was important they also wanted to see their capital grow and assist their daughter.
Read Joy & Phil's story