Savings solutions and investment advice
You work hard to build up your savings and it’s important to make sure they are working effectively.
Whether you are investing with a specific goal in mind or simply want to ensure that you make the most of your available capital, investment planning has a very important part to play. We advise on the following areas:
- Lump sum investments
- Regular savings plans
- Individual savings accounts (ISA’s)
- Guaranteed/protected investments
- Offshore investments
- Trust investments
- Corporate investments
- Inheritance tax planning
Why come to us for advice on savings and investments
At Gibbons Wealth Management we understand that each investor is different and our approach to savings and investments planning is bespoke and tailored for you and your circumstances.
We all have a different view on how much risk we are prepared to take with our money and establishing this risk level is fundamental to constructing a suitable investment strategy and portfolio for every individual investor.
If you are considering investing or already have investments that need reviewed, we can advise you on this and help you to invest in products which suit you and your needs in a tax efficient manner.
Speak to an independent financial adviser in Cumbria
Whichever area you wish to consider, a quick call to arrange a meeting with one of our independent financial advisers will help you to select the right product or products for your needs. Not only that, we’ll take care of the paperwork too and deal with the providers on your behalf. Contact us »