Capital Investment

Whether investing capital for yourself or your company, there are various options available to you.

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As always there are numerous questions which need to be answered:

  • Is it a lump sum investment or a regular savings plan?
  • Should you invest onshore or offshore?
  • What about ISAs, Unit trusts and Investment Bonds or maybe investing directly or indirectly in commercial property?

One of the key elements of making any investment is to ensure these are reviewed on a regular basis for the best wealth management and growth results:

  • How often are you reviewing yours?
  • How are your existing investments performing in relative terms and are they working tax efficiently?
  • What's your outlook and attitude to risk? >Find out more

We believe strongly in the process of Diversification and Asset Allocation:

  • Are you comfortable with the overall spread of your investment portfolio?
  • Are all your eggs in one basket?
  • Do you have equities, fixed interest, property and cash?
  • Do your existing holdings include ‘With Profit investment’? If so are you concerned regarding the performance?
  • Diversification & asset allocation >find our more

Contact us to arrange a free initial consultation regarding your capital investment planning or to find out more about the various types of capital investment

Free Initial Capital Investment Advice: contact us to arrange an appointmentTimeMgt

While we are based in Glasgow, we are happy to travel to visit clients across Scotland and the rest of the UK. For free initial advice from our experienced financial advisers, contact us on 0141 272 0000 or fill out our online enquiry form.