Savings & Investments
“ An impressivley prompt, efficient and helpful service ... you have made the process of purchasing the apartment in Edinburgh go very smoothly from the financial end” - Jose Tarnowski
Like pensions, savings and investments come in many shapes and sizes and every client is different, both in terms of where they are and where they want to get to. For example, maybe you’ve accumulated a range of policies over the years and would like your adviser to take an overview of your affairs to make sure everything is doing what it is supposed to.
Perhaps you’ve lost money on your investments - should you sell or hang on? Or maybe you have a particular objective in mind that you need to fund, such as school fees, and you would like advice on the best way to get there.
In our experience, arranging your savings and investments to make the most of tax-free opportunities requires help and advice, and regular monitoring.
Our long term service-led approach to advice ensures your investments are always in a suitable place, with tax efficiency the key to maximising your returns.
If you would like to receive a free consultation to discuss your investment needs, please contact us:
| t | 0117 942 4333 |
| e | Email Ovation |
Ethical investments
Increasingly, the financial services marketplace is expanding to meet the needs of investors with an ethical outlook. At Ovation we have always been keen to embrace this by offering an ethical investment advice service to those clients who request it, which takes in recommendations from right across this rapidly diversifying area of the market.
As in all aspects of financial planning, everybody is different when it comes to their requirements in this area. We have clients who will only consider investment in ethically screened funds, those who would like a small ethical exposure within an overall portfolio, and many points in between.
We also have clients with more specific requirements, for example those who would like exposure in particular to specialist funds which invest in renewable energy, or in funds which practice the engagement approach to stockholding.
Our advice is always the result of careful consultation and dialogue between client and adviser. So you can be sure that whatever your particular needs in this area, as in any other, our advice will be tailored to you and only you.
Read our article You Can Save With a Conscience
If you would like a free consultation about our ethical investment advice service, please contact us:
| t | 0117 942 4333 |
| e | Email Ovation |