Investments

Investments

You may find your investment goals change if you get married, have children, or start a business, so it could be an idea to switch your investments into different funds. And as you approach retirement, you may want to move your money gradually into investments that offer more security. There are different types of risk involved with investing, so it’s important to find out what they are and think about how much risk you’re willing to take. It all depends on your attitude to risk and what you are trying to achieve with your investments. Things to think about before investing:

  • How much can you afford to invest?
  • How long can you afford to be without the money you’ve invested (most investment products should be held for at least five years)?
  • What do you want your investment to provide – capital growth (your original investment to increase), income or both?
  • How much risk and what sort of risk are you prepared to take?
  • Do you want to share costs and risks with other investors (by using a pooled investment, for example)?
  • If you decide to invest using pooled investments, consider which type would be most suitable for you. The main differences between pooled investments are the way they pay tax and the risks they involve (especially investment trusts and with-profit funds)
  • What are the tax benefit implications, what tax will you pay and can you reduce it?

We can offer you effective solutions based on our wealth of knowledge and experience.

SIMPLY PLANNING FOR YOUR FUTURE

At Sky Wealth Management, we firmly believe that having a financial plan empowers you to feel confident and secure about your financial future.
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What our clients say

Rob has acted as our financial advisor for several years now, and we are both very glad that this is the case. He has reviewed, advised and organised our investments, our wills, our insurance, and regular savings for our grandson.

We are extremely pleased with the results Rob has achieved in each of these areas and know that his knowledge and attention to detail has ended with us getting a great outcome!

I no longer spend my time and energy fretting about financial matters as I know Rob has it in hand. The bonus is that Rob has achieved this without any “hard sell”, “blinding with science” or “flavour of the month” tactics. He’s as straight as a die, solid as a rock, and has the skill of knowing the level, to pitch to his customers.

Mr & Mrs B, Reading

Rob has helped us manage our finances for more than 15 years now.

We have always found him to be friendly, personable and he always makes us feel relaxed.

In our meetings he has shown that he is at the forefront of changes in financial markets, tax initiatives, and potential savings which are not only beneficial but in keeping with our portfolio.

He has listened carefully to us and understands our preferences. He explains clearly the options open to us and we have utmost confidence in his advice.

Mr & Mrs E, Andover
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Sky Wealth Management is authorised and regulated by the Financial Conduct Authority FRN 978184.

Registered office: Glan Yr Afon Isaf, Brynberian, Nr Crymych, Pembrokeshire, Wales, SA41 3TG.

Registered in England & Wales as a Private Limited Company 11649598

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