investment & saving advice
The value of the investment and the income they produce can go down as well as up and you may not get back as much as you put in.
There is an extensive number of investment options out there, each one offering different benefits and opportunities for return on your initial outlay. We listen to what you are trying to achieve from your investments, your current situation, and your approach to risk, before making recommendations. We remain determined to provide you with the best possible return and ongoing service. By developing a relationship with you, we are able to monitor how your investments are performing and make on-going recommendations.
When we invest we do so with the expectation of generating income or capital growth for you. Achieving a good return on your money is our aim.
You may consider investing:
- To beat inflation to secure a future standard of living
- For a specific purpose
- To build a pot of money for future use.
There are many considerations prior to investing, here at PPW we will help you make an informed decision and the right investment choices for you, by ensuring you understand the aims, commitments and risks prior to investing.
At PPW our approach to investment advice is based on clearly understanding your financial situation, your goals, and how much risk you are prepared to take with your money. Our expert, professional guidance will help you through this process. This means we can make sure that our solutions are right for you and that you have all the information you need to make a clear decision. We will introduce you to worldwide investment opportunities, so wherever you decide to invest, you can be sure your money will be in professional hands. We will also introduce you to our investment portfolios, which are fully diverse, designed to match your risk appetite and clearly demonstrate your strategic asset allocation, breakdown and distribution for transparency.
What is an investment platform and how can it hep me?
An investment platform brings together your investments and pensions online, allowing you to view them in one place – a bit like online banking. This technology now offers you more choices, flexibility and, above all, control.
Different types of investment are held in different places, with different institutions or organisations. Getting a clear, concise view of all your investments can therefore be extremely difficult. Using a platform takes away these obstacles making your investments much easier to manage, especially in the later years.
A platform also gives you secure, online access to your investment funds, with a transparent, easy-to-understand charging structure. You can view your entire portfolio, use it to access a range of investment options and know exactly what you’re paying for your investments at any one time, without the fuss of storing huge amounts of paperwork.
So rather than holding all of your ISAs, pensions and other investments in different places, you can view everything at a single glance, whilst your investments stay fully diversified.
Clients who benefit from a platform:
- Often have more than one financial product or ‘tax wrapper’
- Don’t like receiving lots of paperwork and statements
- Tend to have a longer term plan and relationship with their adviser and expect to add further investments in the future
- Want their adviser to advise them on all their investments
- Typically enjoy having access to view their investments online.
Tel: 0151 7271257
Prosperity Private Wealth Limited is registered in England & Wales no 9247359.
Registered Office: 109 Knowles Hill Rolleston On Dove, Burton On Trent, Staffordshire, DE13 9DZ.
The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
©Prosperity Private Wealth 2016