Investment planning
Finding Inspiration in Every Turn
Whether you are looking to invest for income or growth, the right investment strategy is critical in helping secure your future financial well-being.
At Paul Fenton Financial Services we aim to set out a bespoke plan to help you reach your goal.
For most people, looking at investments can be quite intimidating with thousands of options to choose from. We are here to help you put your money in the right place for you. This can be anywhere from a stocks and shares ISA to investing on offshore bonds.
Our portfolio solutions mean you can spread your investments across a wide range of asset types and choose fund managers with different investment styles to create a balanced and diversified investment solution.
ISA
ISA's (individual saving accounts) Is one of the best ways to invest your money due to the tax efficient nature of them. They benefit from growth being tax free and any withdrawals will not be taxed!
Investing for income
even though you may still want capital growth for your investments. You may also want to find the best approach to gaining income. Through our tailored approach, we can put the right plan in place to make sure you meet your financial goals.
Junior ISA
General investment accounts
It may be the case that you have used up your Pension and ISA allows for the year but you still want to look to diversify your savings and gain more growth than being in a current account.
Investment Bonds
We offer tailored advice around investments including investment bonds. This could be to do with existing bonds or looking to invest into this area. At Paul Fenton Financial Services, we look at your financial situation holistically to make sure you meet your Goals and make sure everything is in line to your attitude to risk.