Planning a secure Retirement
Possibly using a bank deposit account, whereas investing conjures up the thought of taking some risk with our money for potentially greater returns. Essentially both are about creating a nest egg for the future.
The most suitable place for your money will depend on many factors including why you are saving, when are you likely to need the money, your attitude towards investment risk and your personal tax position.
By taking the time to understand your circumstances in full and how you feel about your plans, Integrity Asset Management can provide you with a tailored strategy. This can range from simple solutions with guarantees attached to protect your money to more complex combinations of products, giving access to specific investments or asset classes to maximise growth both on and off shore.
The value of investments and pensions, and the income they produce, can fall as well as rise. You may get back less than you invested.
Typically, many of our clients may want to invest money on a regular basis to build up a capital sum and ensure security for the future. You might be planning for your retirement, looking to generate investment income to top up your pension, saving for a deposit to buy a property or buy a holiday home, providing for school fees, or simply securing your future.