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Have your savings reached the point of no return?

Bank and Building society accounts play an important part in your financial plans, especially for monies you need to be able to get your hands on at short notice. However if you are looking for potential for real growth/returns on your money over the medium to long term (usually 7-10 years or more) there are other alternatives.

Don't lose out. Optimise your investment situation. Plan Now.

What are the alternatives?

If you want to achieve potential for real growth on your money you could invest in your business or alternatively look at other real assets like property, stocks and shares etc.

You can invest in these as optional alternatives and have security of capital through certain products and structures.

So how do you go about investing in real assets? Well unless you have the time, money and knowledge to create and manage your own investment portfolio your need to look at options. Some options are to invest your funds into Pooled Funds, Unit trusts, investment trusts, tracker bonds, ETF’s, property funds etc. etc.

These sort of investments can have a number of advantages:
• They offer clients a diversification both in asset class and geographic location so they can protect you from sudden sharp falls in the individual shares and markets.
• Can be managed by experienced and professional fund managers.
• You have access to a wide variety of different funds/structures and fund managers through Daly Investment Planning Ltd. This can accommodate whatever your attitude to risk is, there is one to suit you.
• You can leave your investment to grow or use it to supplement your income.

Find Out More
If you think we can help with your wealth planning or financial planning, please get in touch so we can discuss your particular needs further and explain our fee structure to you.

Past performance should not be taken as a guide to future performance. Different financial, tax and plan charging structures will mean that investment performance may be better or worse. Also, the price of units may go down as well as up.