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Regular Savings

savings and investments

There are lots of ways in which you can save regularly, depending on your tax position, your intended purpose for the savings and how much you can afford to save.

Being Independent Financial Advisers, the first thing your Bankfield adviser would do is to conduct a full review of your circumstances and make recommendations suited to your needs.

Depending on your stage of life, you will typically need to access capital at various points, for needs such as: your wedding, purchase of a new home, your children’s education and retirement.

We will create a Savings `Road Map` for you, so that you know how much needs to be budgeted for each anticipated need.  This is reviewed regularly, so that you can be assured that you are on track at all times.

The key is to start as early as you can, even what you would consider to be a small amount will make a vast difference over time!

Call us now on 0116 253 5600 to speak to a qualified adviser in confidence and with no obligation, or complete the enquiry form.

Of course, things do not always go to plan and unanticipated events can occur.  We will build in contingency plans and also include risk management strategies to help ensure your financial goals can still be met.

Tax planning will also be employed; we would seek to utilise your tax-free allowances wherever possible, typically achieved by using ISA’s  and making the most of any Income Tax and Capital Gains Tax allowances.

Taxation planning is not regulated by the Financial Conduct Authority. Tax treatment is based on individual circumstances and may be subject to change in the future. The value of investments and income from them may go down. You may not get back the original amount invested.