Investments

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

 

 

Whether you have acquired a lump sum or built up a nest egg by saving regularly over the years, your money should be wisely invested to ensure your spending power is protected.

 

At Bespoke we design plans that are as individual and unique as you are.

 

We understand that you will have specific aims depending on your personal circumstances. These could include:

 

  • Investment for growth or income

  • Preserving capital against the effects of inflation

  • Minimising tax liabilities

  • Managing investment risk

  • Retaining easy access to funds

  • Ethical considerations

 

 

 

Bespoke Financial Guidance Ltd is an appointed representative of Quilter Financial Planning Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority.

Bespoke Financial Guidance Ltd are a company registered in England and Wales. Company Registration number: 06888172. Registered Office: 8 Oaktree Place Manaton Close, Matford Business Park, Exeter, Devon, England, EX2 8WA

Tel: 01392 829340 | Fax: 01392 829349 | Contact | Privacy