Investments

If you’re looking for long-term financial security, you will generally either need to save or invest. In fact, these two terms are frequently interchangeable but, when we talk about investments, we are usually referring to non-cash products such as equities or bonds.

Clients who invest are generally taking a slightly higher risk with their money, in the knowledge that this option holds the potential to deliver a higher return over a period of time. At Minshall Financial Services, we can help build an investment plan and the friendly, professional advice we provide is based on your attitude to risk and your life goals.

Our independent financial advisors can talk to you about a huge variety of products whose suitability is often driven by your own personal objectives – for example, whether you are looking to secure a regular flow of income over time or a big lump sum at some given point in the future.

Ultimately, it is about choice and what is appropriate for you. Minshall financial advisors are able to source the most suitable products from across the whole of the market, providing holistic advice on a wide variety of options, including collective investment schemes, ISAs, open ended investment companies (OIECs), unit trusts, investment trusts and bonds.