Investments
Typically, many of our clients may want to invest money on either a lump sum or on a regular basis to build up a capital sum for the future.
Different Ways To Grow Your Wealth
Hammond Financial Planning provide solutions for the diverse needs of our clients, enabling each individual to structure their finances as efficiently as possible.
You might be planning for your retirement, looking to generate investment income to top up your pension, saving for a deposit to buy a property or buy a holiday home, providing for school fees, or simply creating a secure nest egg for the future.
There are many different ways to grow your wealth: from ensuring you receive the best rates for short-term cash management, to a more complex undertaking of creating an investment portfolio to grow your wealth for the long term.
Hammond Financial Planning can help you make informed decisions about the investment choices that are right for you by assessing your life priorities, goals and attitude towards risk for return. Any number of changing circumstances could cause your wealth to diminish, some inevitable and some unpredictable – new taxes and legislation, volatile markets, inflation, and changes in your personal life. Structuring your wealth in a way that minimises the impact of these changes is essential.
The value of investments and the income derived from them may go down as well as up, and you may not get back the amount originally invested.
The Financial Conduct Authority does not regulate school fees planning.
We offer advice and assistance with many types of investment, including but not limited to the following:
- We will fully assess your views on investment risk whilst taking into account your existing exposure to risk-based assets
- We will assess any existing investment you currently hold and assess the suitability
- We will create an investment time horizon to allow you to invest funds comfortably for the longer term
- We will provide bespoke advice focusing on both growth and income solutions to meet your specific needs
- We will look to utilise ISA and other tax efficient allowances
Our Services
Investments
Typically, many of our clients may want to invest money on a regular basis to build up a capital sum for the future.
Pensions
Hammond Financial Planning work with you to consider all the options based on your needs and investment risk appetite.
Estate Planning
Contrary to the belief of some, Inheritance Tax not only affects the very rich, but other people may be liable without realising.
Business Owners
Our work at Hammond Financial Planning with business owners brings us into contact with companies of all sizes across the UK.
Protection
Wealth and personal protection is an essential must-have to secure the future for both you and your family if an unexpected life event happens.
Get in Touch
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