Personal Investment Strategy

Manager - Financial Services

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At SMH Financial Services, we understand that investing can be daunting, especially if you’re unsure of where to start. That’s why we offer a Personal Investment Strategy Service to help you create a customised investment strategy that meets your specific needs and goals.

What is Personal Investment Strategy?

Personal Investment Strategy is a customised investment plan that is tailored to your specific needs and goals. We will work with you to create a personalised investment plan that takes into account your investment goals, risk tolerance, time horizon, and other factors.

Why do you need a Personal Investment Strategy?

Whether you are looking to build wealth to draw on in later life or for a specific objective, or wish to consider alternatives to holding your money via traditional savings accounts, we will guide you through the various options and recommend the most suitable solution for you. This could include investment bonds, unit trusts or even Discretionary Fund Management that that all work together and are designed to meet your needs.

It goes without saying that we’ll help you make the most of any tax allowances that are available where appropriate, such as the Individual Savings Accounts (ISAs) which enable you to shelter some of your savings from the taxman.

Our Personal Investment Strategy Service is designed to provide you with the expert advice and guidance you need to make informed investment decisions, and to create a customised investment plan that is tailored to your specific needs.

If you would like to arrange an initial meeting with one of our financial advisers to discuss financial planning, please contact the SMH Financial Services team on info@smh.group or 0114 266 4432.

The value of investments can go down as well as up and you may not get back the full amount you invested.