Balancing risks and rewards for optimal capital growth

If you’ve managed to save a bit of a nest egg, you have several choices to make and questions to answer. Keeping cash deposits might erode your savings due to the effect of inflation over time. But how much can you keep liquid without being tempted into overspending? How do you invest for growth at a rate that outpaces inflation and secures your future spending needs? Do you have room to do a bit of both?

The key to capital growth is balancing risk and reward, selecting appropriate time horizons, picking the right investments, and avoiding unnecessary taxes. Alexander House Financial Planning financial advisers can help you make informed decisions. Our financial advisers spend years learning their trade and figuring out how to pick the right and most appropriate investment strategies for our clients. Leverage our knowledge for your financial well-being.

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested

"We are all living longer these days. It is more imperative than ever to make certain you grow your capital enough to afford a longer life. "

Alexander House Financial Planning can help you sort through all your investment options.

  • Cash savings
  • ISAs
  • Unit trusts
  • Investment bonds
  • Passive vs. active management strategies

If you chose to move your savings to risk investments, you should be aware that doing so will involve a risk to capital and your ability to invest for the medium to long term.

Life Cover

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Inheritance Tax & Trust

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Equity Release

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The Financial Conduct Authority does not regulate on advice on cash held on deposit and tax planning.

For ISAs, Investors do not pay any personal tax on income or gains, but may pay unrecoverable tax on income from stocks and shares received by the ISA managers.

Tax treatment varies according to individual circumstances and is subject to change.