Investment Portfolios

Many people find the array of saving and investment products available today to be completely bewildering. You want to get the best return you can but you also need to feel comfortable with the level of risk you are accepting. You need to know how available your funds are in the event that you need access to them.

Some people choose to keep things as simple as possible and decide to retain their money in a traditional bank or building society account. Whilst it is accepted that deposit based accounts are relatively secure, history tells us that this strategy is rarely beneficial over the long-term. In many instances this is quite often the wrong course of action, particularly if factors such as long-term inflation and low interest rates are taken into account.

At Elementum we recognise that investment planning and management is complex, ever changing and requires particular skill & understanding.

Our role in the investment process is to thoroughly investigate your individual investment needs and construct bespoke solutions to meet those needs. Over time, those needs may change and it is our role to advise you as to how your portfolio needs to adapt

Our advice can help to review your objectives and aspirations - and we will recommend the products that we feel are the most appropriate for you. We can also advise on the tax implications of any proposed investments.

Your advisor will ensure that your investments are managed effectively in light of market and economic conditions, tax legislation and risk management.

For further advice Ring 01772 203 222 or email us.

The value of investments and income from them may go down. You may not get back the amount originally invested.

Tax treatment is based on individual circumstances and may be subject to change in the future.

Tax planning is not regulated by the Financial Conduct Authority.

Bronze Service Option

A Bronze Service client is seeking advice on a one off basis and does not wish to have any ongoing service or advice commitment from Elementum at present.
Read more about this option.

Silver Service Option

A Silver Service client will seek occasional advice and wishes to have ongoing contact without the need for regular reviews.
Read more about this option.

Gold Service Option

A Gold Service client requires an ongoing, full financial planning service with regular financial reviews.
Read more about this option.

Platinum Service Option

A Platinum Service client has significant investments and/or sophisticated needs requiring an in depth planning and advice service.
Read more about this option.