what we can do for you

Savings & Investments

With interest rates low, it is important to consider all your saving and investment options. The first thing we can do with you is to work out what you could invest/save on a monthly basis or what sum you could invest as a one-off. This could be towards anything from a new car, to a holiday, or for retirement. Whilst investments are best left for the longer-term to ride any market fluctuations, you can have short-term goals and still utilise investments.

With any financial plan we would always assess your attitude to risk. This is the level you are comfortable with in terms of your investments and any investments would be structured around this. Your adviser will clearly explain how this is worked out and will also review your attitude regularly to ensure it has not changed with life stages.

We would select the right investment vehicle for you. This might be an ISA, bond or a set portfolio of managed funds. All the way through, we will explain everything and make sure you are clear on how things will work, so there really isn’t anything to fear.

If you want to ensure that your money is working harder for you, then speak to us today about savings and investments.

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Leon & Co Financial Services Ltd
Our details
100 High Ash Drive
LS17 8RE
Leon & Co Financial Services Ltd