Investment Planning made simple.

As people acquire savings, it needs to be managed so that funds are available when needed. In the short term, savings at the Bank can be readily accessible in times of need. Everyone needs an emergency fund for those unexpected events.

However, in the long term, surplus savings will lose value due to the effects of inflation. Therefore, many people will look to invest a proportion of their wealth in some form or another.

How is it to be invested? - That all depends upon the individual’s circumstances. By taking advice from a Financial Adviser they will be able to consider:-

• •  The investment needs and objectives?


• •  The investment period?


• •  Type of investment?


• •  Are your financial planning arrangements tax efficient?


• •  The amount of risk to take? - need to take? - afford to take?


• •  The initial and ongoing costs of investing?


• •  The possible gains & losses?


• •  The correct mix of investments and savings?


• •  Tax Efficiency – ISA’s or Pensions?

If you already have investments, it's important your Financial Adviser should regularly review your investments:

• •  To help ensure they remain right for your circumstances.


• •  To review that the investment performance is in line with your expectations.

Please Note: The value of an investment may go down as well as up and you may not get back the full amount invested. You may be liable to pay UK Tax on any investment.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.

Alternatively, if you prefer to speak with us in complete confidence, please Contact us using our secure enquiry form below, and Trusted Xperts Limited will get back in touch.

Please note - Trusted Xperts are not authorised to give advice. We will only confirm your details and purpose and with your consent, pass your Personal Information over to a selected Trusted Xperts Partner. Telephone calls may be recorded.