Investing for Growth

Investing for capital growth can be carried out for a number of reasons

Future Goals

This could be retirement at a specific age, to build a fund for university/school fees or to enjoy your retirement and travel extensively.

Inheritance

Unfortunately, we sometimes inherit money from family members that have passed away. It is vitally important that you seek quality advice on their investment.

Poor return on savings

You may have funds on deposit that do not grow in real terms due to the lack of interest available from deposit accounts.

Investments & Wealth Management

Whether an experienced investor or investing for the first time we will guide you through the process.

More people than ever are turning to Investments to meet their needs. This is because of the record low interest rates from deposit accounts and the lack of growth in real terms available from Banks and Building Societies. Our investment advice can take the form of investing a lump sum (min £5,000) for the potential of capital growth or income in the future and also regular savings (min £100pm) to build up your wealth.

We carry out an extensive fact finding process to make sure that you get a specific recommendation that takes a level of risk that is appropriate for you. All our clients receive an annual review to ensure that as their individual circumstances change, we are able to make relevant changes to their savings and investments to keep them as cost efficient and tax efficient as possible.

Taxation depends on individual circumstances as well as tax law and HMRC practice which can change.

Growth

Investing for capital growth can be carried out for a number of reasons:

Investments & Wealth Management - Growth - Future Goals

You may have a specific goal at a point in the future. This could be retirement at a specific age, to build a fund for university/school fees or to enjoy your retirement and travel extensively.

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Investments & Wealth Management - Growth - Poor return on savings

You may also have funds on deposit that do not grow in real terms due to the lack of interest available from deposit accounts.

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Investments & Wealth Management - Growth - Inheritance

Unfortunately, we sometimes inherit money from family members that have passed away. It is vitally important that you seek quality advice on their investment to ensure that you make the most of the funds and that they are as effective as they can be in adding to your quality of life.

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Investments & Wealth Management - Growth - Excess Income

Excess income that accumulates in our bank accounts can be saved for the long term. This means that the funds are invested and have the opportunity to provide capital growth in the long term as opposed to remaining in deposit accounts where there is little growth, if any at all in real terms.

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Income

Investing for an income can be a great way of utilising a lump sum in a tax efficient manner. Our advice will mean that you make the most of a lump sum that you have. It may be that you need a specific amount of income from an investment, or that you need as much as possible. We are able to look at all of these options and to illustrate the potential effects of taking an income from an investment that you have. Seeking advice will also mean that you are able to make this income as tax efficient as possible which will increase the benefit that you receive.

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What our clients say

"The Advice and knowledge you provide makes us feel secure with our investments and would recommend your company to other investors. When we win the lotto your company will be hired as financial consultants!!!"

Mr O’Neill - Greenock

Investment Advice

"I have dealt with Kevin one of the partners in this business over the last 10 years. I have always felt that the financial advice given was honest and impartial, and relevant to my needs. Highly recommended."

Andrew - Ayr, Ayrshire

Financial Advice

"I had income protection for 7 years with another company. I was made to believe that if I was unable to work due to illness or injury I would be covered for the long term, in fact I would only have been covered for a year. Stuart has set up a new policy that will cover me until retirement, which is exactly what I was looking for. Stuart’s service has been excellent, he came to my house to see me and has been fast and efficient in getting the new policy set up. It is so much better dealing face to face, rather than with a call centre."

Mr Paton - Saltcoats, Ayrshire

Protection Advice

"I recently engaged Resolute Financial Advisers' services for a review of my personal pension. Over a couple of meetings Stuart Alexander assessed my current circumstances and we discussed my requirements with regards to retiring.
Stuart is very easy to talk to and patient, taking time to explain what was involved in the whole process. In only a couple of weeks my new pension plan was in place and I have the peace of mind that we will meet regularly for reviews."

Ms Sutherland - Glasgow

Pension Review
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Resolute Financial Advisers is a Limited Liability Partnership, Registered in Scotland, No: SO304424. Partners are Stuart Alexander and Kevin Orr. Registered Office: 10 Sullivan Way, Cumnock, KA18 1UH.

Resolute Financial Advisers LLP is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register https://register.fca.org.uk/ under reference 708063.

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.