Expert investment advice to grow and protect your wealth.
We all have dreams. Yet we’re all very different. That’s why our starting point is getting to know you and what you really want to achieve in life.
Our specialist advisers will combine your goals with our expertise to make certain your money is steering you safely towards everything you want.
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Maximising the value of
YOUR savings & investments
Ensuring the best mix of risk and return
A good balance of risk and return is essential to achieving your investment goals. We’ll build a plan that’s unique to you, maximising the value of your savings and investments, both existing and new.
Exploring tax efficient investments
A number of tax efficient investments benefit from advantageous tax treatment. However, some can be overly risky. We’ll provide expertise in all matters of investment tax, risk and reward.
Is it time to review your investments?
You might have built up all kinds of different investments and savings over the years. Are you aware of how they are performing? Our extensive investment review can take advantage of changes in legislation and tax to improve your returns and make the most of your investments.
OUR EXPERT SAYS
The past year has seen some turbulence on the markets prompted by Brexit uncertainty and now COVID-19. Economic and geopolitical events always prompt investors to question whether now is a good time to invest or to remain invested. We assess investing in times of uncertainty.
Bill Ward, Financial Planner
The value of investments may fall as well as rise. You may get back less than you originally invested.
Tax efficient investments invest in assets that are high risk and can be difficult to sell. You may not get back what you originally invested, even taking into account the tax benefits.
Tax treatment varies according to individual circumstances and is subject to change.
Book your free meeting
We can help grow and protect your wealth.
Arrange your free initial meeting for expert investment advice.
Sharing the latest news and views is important to us at Parkgate. That’s why we have our own magazine, written with your interests in mind. Full of investment advice, it’s yours to download free.