Investment Planning

Ben Todd Photography
Eye Bridge, Wimborne
We all have aspirations for our financial future and they are all individual to us. We focus on these main factors during our investment discussions.
  • Objectives – income, capital or both
  • Timescale
  • Tax position
  • Attitude to risk
  • Liquidity
Whether your investment objective is to fund school fees, pay off a mortgage, save for retirement or to provide for your loved ones on your death, maintaining the right investment strategy is crucial. Chase Buckingham offers advice on:
  • Unit Trusts and Open-Ended Investment Companies
  • Individual Savings Accounts (ISAs)
  • Investment Bonds
  • Offshore Investments
  • Inheritance Tax Schemes
  • Capital Protected Investments

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

Ben Todd Photography
Durdle Door, Lulworth