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riverglen financial associates

INVESTMENTS & SAVINGS

Investment planning is for anyone whose ambition is financial independence. It isn't about complicated investments in overseas markets and you do not need a vast amount of money to hand.

Our expertise, knowledge and experience in this area of financial planning makes us ideally suited to ensure that you get a recommendation tailor-made to meet your requirements from advisers you can trust to look after your needs - not only now but in the future.

As a part of our recommendations we will consider not only what investment funds are the most appropriate for your needs, but also the most appropriate tax wrapper in which to hold your investments and who is the most appropriate provider to look after your investments.

There is a wide range of investment vehicles available in the market. Those that are right for you will take into account your personal tax position, timescale and attitude to risk. We only recommend those that we believe best meet your needs and preferences.

Options include:

• OEICs (Open Ended Investment Company)
• ISAs (Individual Savings Account)
• Stocks and Shares
• Investment Trusts
• Gilts
• Corporate Bonds

The value of your investment can go down as well as up and you may not get back the full amount invested. Levels and bases of and reliefs from taxation are subject to change and their value depends on the individual circumstances of the investor.

our services

Retirement Planning
Expert advice to ensure your retirement is plain sailing. Find out more

Investments & Savings
Helping you to plan your finances to suit you, your lifestyle and budget.  Find out more

Mortgages  & Equity Release
Making sure buying a house is as hassle-free as possible.  Find out more

Care Fees Planning
Helping you make the right decisions for the right reasons for your family. Find out more

Portfolio Review Service
Our tailored service is a fast, easy way to control your finances from one central point. Find out more