investing

5 steps to successful investment planning

How to make the most of my money?

Investment planning starts with understanding what your aims are. It is then vital to establish what your attitude towards investment risk is and this is important for sensible investing.  We can help work out a level of risk that is right for you and your money and importantly advise you on a suitable investment approach.

Which arrangement is right for you?

There are many types of savings and investment, each having different structures, tax treatments and implications to you as the investor.  Stocks & Shares ISAs, Cash ISAs, Deposit accounts, Gilts, Insurance Bonds, Endowments, Annuities, Unit Trusts, Investment Trusts, to name a few. We can discuss with you what your aims are and recommend suitable ways to help you achieve them.

What are the right funds to invest in?

With thousands of funds to choose from, it can be an impossible task knowing which is the best solution for you. We can keep your portfolio up to date using our knowledge and experience and advise you on any relevant changes and invest in funds which we think will give you the chance of maximising your returns.

What is our approach to investing?

The key driver for selecting an investment solution is based on preferences which we believe create value for our clients:

  • Independence – we have access to the world’s best investment managers and fund houses.
  • Importance of cost – we aim to provide compelling investment solutions at low cost.
  • Diversification – is the “only free lunch to investing” and is key to a more enjoyable investment journey
  • Asset Allocation – we don’t put all our client’s money in one basket

Arrange an Investment Planning Review

Here at TKV Financial Management we can review your existing funds and lower the charges where possible. This could save you money each and every year.

About the author: Tim Veiro