Investments & Savings

Investments
  • Investing lump sums
  • Investments into Trust
  • Inheritance Tax Planning
  • Planning for Long Term Care
  • Tax efficient investments
  • Investments with capital guarantees
  • Investing for growth or for income
  • Offshore investments
Savings
  • Monthly savings
  • ISAs and Unit Trusts
  • Saving for retirement
  • Savings for Children
  • Saving for a specific need

You may want to provide a small nest egg for the future, or have a lump sum to invest. With so many investment funds and options available, it can be difficult to choose the right product and fund or funds that suit you. If you find the whole topic a little overwhelming, Positive Solutions are here to help.

We will listen to your individual needs and find out the level of investment you would like. As independent financial advisers we have access to thousands of investment opportunities across the whole of the market. Because we have years of experience and monitor the markets daily, we will help you find the investment that is right for you. Alternatively, you might already have multiple investments and pensions that you have collected throughout your life.

We can offer a free review of your finances to assess whether these investments are still right for your current needs. We can also show you how any investment fund has performed since its inception against any of its peers. This often provides clients with the information they need to decide whether to stay where they are or to move their investments elsewhere. Additionally with Positive Solutions online system you can monitor your investments anytime via our secure website.

Past performance is not necessarily a guide to future performance.

Brochure
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Steven Haigh BSc (Hons) Dip PFS
IFA Partner
Positive Solutions
Independent Financial Advisers

Phone: 01484 606220
Mobile: 07802 746528
Fax: 01484 606220
E-Mail: stevenhaigh@thinkpositive.co.uk

Steven Haigh, Independent Financial Adviser, is a partner at Positive Solutions Limited, one of the UK's leading Independent Financial Advisory Firms and offers expert financial advice to both companies and individuals.