It is not uncommon for investors to be unsure as to the risk level, cost, or suitability of their holdings as quite often they are not in receipt of regular support from an adviser.
Our services are often requested in order to assess the suitability of these holdings and we are pleased to be able to offer a completely free review service.
Clients may want to invest money on a regular basis to build up a capital sum for the future. You might be planning for your retirement, looking to generate investment income to top up your pension, saving for a deposit to buy a property or buy a holiday home, providing for school fees, or simply creating a secure nest egg for the future.
Castle Wealth provide solutions for the diverse needs of our clients, enabling each individual to structure their finances as efficiently as possible. There are many different ways to grow your wealth: from ensuring you receive the best rates for short-term cash management, to a more complex undertaking of creating an investment portfolio to grow your wealth for the long term.
Castle Wealth can help you make informed decisions about the investment choices that are right for you by assessing your life priorities, goals and attitude towards risk for return. Any number of changing circumstances could cause your wealth to diminish, some inevitable and some unpredictable – new taxes and legislation, volatile markets, inflation, and changes in your personal life. Structuring your wealth in a way that minimises the impact of these changes is essential.
The value of investments and the income derived from them may go down as well as up, and you may not get back the amount originally invested.