First we establish your investment goals; for capital preservation, growth, income or perhaps investing for children’s university fees, inheritance tax efficiency, holiday home purchase, etc.
We then consider your;
- attitude to investment risk
- investment time horizon
- capacity for loss
- tax position (now and in the future)
Once this is complete we will recommend the correct tax wrapper to meet your objectives in the most tax efficient way – utilising ISA allowances, pension allowances and other reliefs where possible.
Finally, we will recommend the investment solution which best meets these goals. Being passionately independent, we have the whole investment universe available to us, enabling us to match high performing, cost effective, consistent investment strategies aligned with your goals.
The value of your investments can fall as well as rise.
“I like the fact that Prime Wealth’s recommended investment managers are reacting to market conditions on a day to day basis”