Building a better future
The banking crisis and stock market crash of 2008 served to remind many of us that savings and investments need to be considered over the longer term as well as considering short term needs.
In considering an investment strategy, we look at not just your available resources and commitments but also the time frame during which access to your money may be required. Our plans are built up for each individual client with due regard to what they wish to achieve and when.
Our strategies are designed for those who have lump sums or regular amounts to invest, as well as taking account of the need to achieve asset class diversity (to avoid the worst excesses of individual markets) as well as the tax efficiency of investments. For example in considering the use of Individual Savings Accounts (ISAs) to minimise tax on income and capital growth, we also look at ease of accessibility and the type of investments used within the tax-wrapper.
We also take careful account of special needs that are likely to come about at fixed dates in the future, such as planning for school fees or providing support for a student at university.
Consult Dawson Whyte for:
Regular savings
Lump sum investments
Tax efficient savings
School fees planning
For more information about how Dawson Whyte (Life & Pensions) can help you, please click here.
Financial planning
Building a better future
Buying your home
Protecting your family
Protecting your income
Planning for retirement
Pension transfers
Options at retirement
Medical care for the family
Later in life
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