“I was very pleased with the straightforward advice received from Richard Bamforth when looking to consolidate a relatively small defined benefit pension into my main small self-administered scheme (SSAS). Most advisors either wanted to charge a huge amount for the government-required advice, or wouldn’t even deal with my enquiry since I wasn’t looking to use their managed funds. Richard was thorough in his investigation, and reviewed the options carefully, while taking into account my individual situation. I would recommend Richard Bamforth's services to anyone looking for expert, independent financial advice.”
Investments are one of the best ways to achieve your long-term financial goals and secure the future you and your family wish for.
Stocks and shares are the most commonly-known types of investment, but there is a range of investment options available to you.
Investors have to be prepared to invest their money for a significant period of time (usually a minimum of five years), and there are significant risks associated with this savings method, so it is important that you seek professional advice.
At Navigate Wealth, we are experienced in providing clear and thorough guidance on investment options that will help you reach you achieve your long term financial goals.
To find out more about investment options, or to arrange a free consultation, you can contact the Navigate Wealth team on 0345 340 9690 or use our .
There are a wide range of products available to investors, including (but not limited to):
- Stocks and shares ISAs
- Investment bonds
- Unit and investment trusts
Choosing the right product is an essential part of developing a robust investment plan. Doing so will give you the confidence that you are on track to achieving the financial goals you have set.
The expert team at Navigate Wealth will complete an extensive review of your finances and circumstances to identify the best options that will help you achieve the future you and your family aspire to.
We specialise in providing the following investment-related advice:
At Navigate Wealth, we will put your needs at the centre of everything we do and help you to decipher the range of investment options available to you.
From the first point of contact, we are invested in understanding your needs to ensure that we can recommend the most suitable products for your circumstances.
Your dedicated financial adviser will then use this information - alongside their knowledge of your long-term goals - to calculate risk and capacity for loss, and recommend the investment options best suited to your needs.
Get in touch today to find out more about how the Navigate Wealth team can help you create an investment plan to help you meet your financial goals.
Contact the team on 0345 340 9690 to arrange a free consultation, or use our