Savings, Investments and Portfolio ManagementSavings and investments advice in Sheffield, Doncaster and Northampton
Investments advice and guidance for individuals
We provide specialist investment advice in Sheffield, Doncaster and Northampton.
Our team of investment experts have a number of tried and tested solutions to help you accumulate, preserve and increase your wealth through investments and portfolio management. Whether you are an experienced investor or you are thinking about investing for the first time, our investment experts can help you to meet your objectives.
As there are many different investment opportunities available, sound and proactive investments advice from an independent financial adviser can be invaluable for successful portfolio management. The best approach for you will depend on your personal circumstances, so it is crucial that you take expert investment advice if you are thinking about investing.
Savings and investments – how we can help
The key thing to getting investments and portfolio management right is to understand what you want to do and only do what you are comfortable with. You need to consider the amount of money you can invest, the level of risk you are willing to take, the rate of tax you pay and the amount of income or growth you want to achieve.
We have a great deal of experience in this area and can provide you with investment advice in the following areas:
- General Investment Accounts
- Unit Trusts
- Offshore and Onshore Investments
- Open-Ended Investment Companies (OEICs)
- Investment Trusts
- Investment Bonds
- Enterprise Investment Schemes
- Venture Capital Trust
- Business Relief Investments including Alternative Investment Market
Above are just some of the various investment options available.
As investment experts, we are particularly well placed to help you and discuss your possible investment opportunities. We would be happy to help so please do get in touch.
Request a financial review and recommendation
If you would like a financial review and recommendation of your individual situation we will carry out an extensive assessment of your personal financial circumstances and establish your financial planning requirements.
Request a free initial meeting
The first initial meeting at our cost.
Meetings can be arranged at a place to suit you, be that your office, home or one of our offices in Sheffield, Doncaster and Northampton. Please request your free initial meeting by filing out our online form here or by calling 0114 229 6557.
We strongly believe in regular review meetings to ensure your plans are on track. All charges are agreed upfront to cover the cost of the service you require to avoid any surprises.
Hawsons Wealth Management Ltd is directly authorised and regulated by the Financial Conduct Authority. Hawsons Wealth Management Ltd is entered on the FCA register www.fca.org.uk/register/ under reference 586696.