Savings and Investments

If you want to create a small nest egg for the future, or have a lump sum to invest. With so many savings and investment funds and options available, it can be difficult to choose the right product or funds that suit you. At Howarth Financial Services we will listen to your individual requirements and create a personal plan to deliver these.

As independent financial advisers we have access to thousands of investment opportunities across the market. And because we have years of experience and monitor the markets daily, we will help you find the investment that is right for you. Alternatively, you might already have investments and pensions that you have collected throughout your life. If this is the case, we can offer a free review of your finances to assess whether these investments are still right for your current needs.

We offer advice on:

  • Investing lump sums
  • Investments into Trust
  • Inheritance Tax Planning
  • Planning for Long Term Care
  • Tax efficient investments
  • Investments with capital guarantees
  • Investing for growth or for income
  • Offshore investments
  • Monthly savings
  • ISAs and Unit Trusts
  • Saving for retirement
  • Savings for Children
  • Savings for a specific need

Please note: The value of investments can fall as well as rise. You may get back less than you invested. Past performance is not necessarily a guide to future performance.

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