SAVINGS & INVESTMENTS
Setting aside money – whether in a straightforward tax-efficient savings account or a series of more complex investments – helps provide for your future needs.
Covering areas including:
CIRCUMSTANCES
You may be saving for a specific purpose, such as a deposit on a house, school fees or a wedding; or perhaps received a large bonus from work or have a large sum of money sitting in your bank account earning little interest.
AFFORDABILITY
You need to be comfortable investing money for several years to allow time for it to grow and accept that most investments are not guaranteed to return your money in full.
SUITABILITY
You may be investing for income or for growth – either way, we will help build a plan that is appropriate for your circumstances and takes into account your attitudes to things like risk and volatility.
EXPERTS
It’s important to select investments that match your objectives, the risk you are prepared to take and the returns you want to achieve.
If you’re looking for Savings & Investments financial advice get in touch with our specialist advisers today ...
01491 612 754
info@logicfinancialservices.co.uk We can also advise on …
RETIREMENT
MORTGAGES & LIFE ASSURANCE
INHERITANCE TAX PLANNING
CARE PLANNING
PERSONAL FINANCIAL PLANNINGThe Logic team provided expert advice and support with all financial matters including insurance policies, mortgages and pensions for me and my family. They always provide me with comprehensive support in a clear and easy to understand way.
It’s because of you (we do what we do)
It may sound like the title of a song Bryan Adams should have sung, but it’s true that we wouldn’t be in business if we didn’t think we could help people make better financial decisions and enable them to lead a more financially secure life as a result.
