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Growing Your Investments

Financial planning for your later years

Not many things are more important to your later life plans than your pension provision. Yet so many people don’t think seriously about it until too late. How can you be sure your pension will be enough for you when you retire? Whatever your circumstances, our advisers can help you find the right solution to suit your needs.

 

What would you like to achieve?

For many investors, an investment strategy aimed at diversification across a number of asset classes can help to minimise risk while also providing the potential for capital growth. However, we recognise that no two individuals are the same, and will work with you to develop a strategy specifically tailored to your outlook, priorities and financial objectives for the medium and long term.

A professional adviser will be happy to help you understand all of the options available and work on your plan to achieve the most growth from your investments. We’ll look into the following and more: 

  • Equities and bonds
  • Investments
  • Trusts
  • Savings accounts
  • Tax allowances

Tailored to your personality, as well as priorities

Starting with an in-depth analysis of your investment needs, we will work with you to understand your appetite for, and tolerance to risk. We use this detailed risk profile to help us determine the type of investment portfolio which would suit you best. This will make sure you feel comfortable with your investments and more confident that they will meet you needs.

 

Professional guidance at every step

Discussing your needs and aims

The first stage is always to spend time with you to get an in-depth understanding of your financial requirements and determine your attitude towards risk.

Planning your investments

We use the detailed risk profile and the knowledge of your aims and goals to help us determine which type of investment portfolio would suit you best. We’ll also analyse any industrial, political or regulatory factors in order to create a tailored solution.

Putting the plan into action

Once we have identified the right investment approach for you, we will use our professional expertise to assess the whole of the market, looking at the existing products and funds available, and placing your money where it will be most effective in achieving your aims.

Continually reviewing and adjusting

Your personal circumstances and financial market conditions can and will change over time. By taking a proactive approach, we can help you keep your financial plans on track and work with you to achieve your objectives.

If you are unsure about anything, or if you would like an appraisal of existing investments, please get in touch.

Talk to an expert

Our investment specialists can recommend options that are right for your outlook and in line with your medium and long-term financial needs. Get in touch

Help my wealth to grow

The Independent Financial Advice Services referred to on this website are provided by Scrutton Bland Financial Services Limited (company number 01288848). Scrutton Bland Financial Services Limited is authorised and regulated by the Financial Conduct Authority. The FCA registered number is 209451.

Please note that Scrutton Bland Financial Services Limited is not a member of the Scrutton Bland Group and is owned by Emery (IFA) Ltd whose registered office is 5 Kings Court, Newcomen Way, Severalls Industrial Park, Colchester, England, CO4 9RA. The ultimate controlling party of Scrutton Bland Financial Services Ltd is Socium Group Holdings Ltd whose registered office is Level 13, 20, Primrose Street, London, England, EC2A 2EW.

An exclusive introducer arrangement exists between Scrutton Bland LLP and Scrutton Bland Financial Services Ltd whereby all enquiries in respect of financial planning advice received by Scrutton Bland LLP are passed to Scrutton Bland Financial Services Ltd. At the present time no commission is receivable by Scrutton Bland LLP in respect of these arrangements.

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