Investments made simple
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.
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:
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.
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 The Openwork Partnership.
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 The Openwork Partnership.
The value of investments and any income from them may fall as well as rise. You may get back less than you invested.
Will Writing is not part of The Openwork Partnership offering and is offered in our own right. The Openwork Partnership accepts no responsibility for this aspect of our business. Will Writing is not regulated by the Financial Conduct Authority. The information on this website is for use of residents of the United Kingdom only. No representations are made as to whether the information is applicable or available in any other country which may have access to it.