Regular Savings
You may be planning for specific dates in the future such as children going to university, or just providing for a specific event at an unknown time, such as a wedding or paying a house deposit. Whatever plans you have for the future, they will undoubtedly include a need to save for the short term, the medium term and the longer term.
We can provide you with a range of options using tax favoured plans where possible to build up capital for that special event, or just a rainy day.
Flexibility is the key to ensuring that you have money available when you need it, rather than having to wait for a maturity date to arrive which was pre-set many years ago when you started saving for an specified event sometime in the future.
Savings plans can now offer you access to the same range of funds as lump sum investments, on a flexible, low cost basis where you have control over your money, rather than having your money held in a plan where you have little or no idea of the growth and the costs, as well as having no control over when you can access the funds.
If you would like to find out more please contact us for a free consultation.