Investment made simple
With so many options, how do you choose the right one for you? We've made it easy.
The basis of investment is using money to make money. And if we're honest, the idea of having more money appeals to almost everyone. So why don't more people invest?
Well, the sheer choice available can make investing seem incredibly complicated, even for people who've done it before. At Eureka Financial Solutions we can make investing your money simple and straightforward.
Our approach to investment advice is based on an understanding of your needs and how much risk you're prepared to take. We can introduce you to worldwide investment opportunities from some of the UK's leading fund managers. So wherever you decide to invest, you can be sure your money will be in professional hands.
Pensions made simple
Having decided when you want to retire, you should next look at how you'll want to live.
Think of it as a permanent holiday, perhaps?
A rule of thumb might be to aim for an income of a half to two-thirds of your current one - adjusted for inflation and set to keep pace with it in retirement.
Consider what you'll be doing. Will you be taking more holidays or pursuing an expensive hobby? The chances are, you'll want to carry on living the same standard as you do now.
If you need advice and guidance on:
Savings
Would you like to save on a regular basis within a Tax efficient environment, then talk to us about Individual Savings Accounts. We can also help with regular savings for your children.
Investments
Do you have a lump sum to invest but don’t know what to do with it? Then talk to us about the options available through Openwork.
Pensions
If you need some advice on your existing pension or you are looking at starting one for the first time please call us.
We have a Range of Products and Services which we can access through Openwork.
HM Revenue & Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.
Contact Andrew Baker
E-mail - andrew@eurekafs.co.uk
Tel - 07885 036035
To deal openly and honestly at all times and behave with confidentiality, to give you correct advice and information to enable you to make informed decisions, and to honour any promises and representations we make.
