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This provides focus on caring for your savings so that they do not fall in value over time.

The returns on savings are reduced by tax, charges and inflation.  

A balanced investment approach with diversity in assets offers a tempered approach to looking after your savings, i.e. not placing all your eggs in one basket!

With lower pay rises and lower returns on savings, how can you be expected to increase wealth to provide for your short, medium and long term goals? Fortunately, it is possible to invest in tax efficient investments and saving schemes (with reasonable charges) for better returns.  

Whatever your goal is (further education, marriage, business, etc.), you do need to understand:

• How much Investment Risk could be taken to provide better returns on your savings
• How much you need to keep back for emergencies before you invest 
• How much you have left over to build your ‘savings’ habit

We normally work with you to analyse:

• how much you can save regularly
• your investable assets
• your time horizon

In this way, we help you work out the most suitable approach to take for your savings and investments. As they have testified, we’ve been successfully helping people with ‘savings and investment’ planning over the last three decades.