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Investment planning & advice

Over time, you are likely to accumulate money, whether through your own hard work or from the generosity of others. With careful investment analysis and planning, we can help you realise what you are trying to achieve with the capital you accumulate. Then, we will provide investment advice on how to make the most of your money using the wide array of products, tax wrappers and investment opportunities available based on your attitude to risk.
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Wealth Management - where to start?

At Unividual, when it comes to wealth management, we do not want to simply invest every single penny you have. We first need to identify how much money you need for the here and now and how much money you can afford to put away for the longer term. This is the difference between savings and investment planning. Your savings should be the amount of money that you are happy to leave in readily accessible cash. If you need money in an emergency you can draw upon your savings. Anything in addition to this is money that can be invested for the long term towards your objectives. When you start using our wealth management service, we will discuss this in detail to make sure you have the right balance between the rainy day money you need, and the longer-term investments that you want to make.

Understanding your investments - knowledge is power

We know investment market places are difficult to understand. Often, risk is closely associated with knowledge. The more you know, the more comfortable you will be with the financial decisions you make. Once we have identified the money you have available to invest, we will conduct our investment analysis and take our time to ensure you understand all of the investment opportunities available. It is only when you fully understand the options involved that we will then move on to offering investment advice and explaining what we believe your best course of action is.

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Wealth management: growing what you have, keeping what you get

There are two key strategies we use within investment planning for investing capital. First, we look to utilise investment opportunities that maximise the potential returns you can obtain with your attitude to risk. Second, and less commonly considered, we will spread your investments across a suitable range of tax wrappers. This will help to legally and legitimately reduce your tax liabilities but it will also help you keep as much of your returns as possible. Unividual’s wealth management service allows you to combine the importance of investment performance with tax efficiency, which will drive your potential returns, within your attitude to risk, towards your investment goals.

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