Investments

Whether your aim is to preserve your wealth or to build wealth for the future we can provide
a solution for you together.

We will create a tailor made investment strategy that will allow you to grow the capital you will
need at various points in the future. Alternatively, we can provide you with a tax efficient income
with the wealth you have already accumulated.

For investments, we can provide you with a clear structured investment strategy which begins
with identifying your growth and/or income requirements and measuring your attitude to risk.

The world is changing all the time and we believe that your investment strategy should be relevant,
flexible and transparent with access to world class fund managers.
These strategies are then continually reviewed and monitored via a robust analytical review process.
If we are not absolutely confident that this is the best approach for you, we can change or modify
the investment approach with little cost or effort, utilising the industry’s latest platform/wrap technology.

The above process is managed carefully with you and your expectations in mind in terms of how involved
in the investment process you would like to be.
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We specialise in:

- ISA's
- Investment Bonds with and without capital guarantee
- General Investment Accounts
...and much more

To discuss the above, please contact us on 020 8552 5521 or e-mail pooja@moneywiseplc.co.uk