How to start investing
Are you looking at starting to invest in stocks and shares but don’t know how to begin?
Whether you want to start with $100 a month or $1,000s, our wealth management experts can help you to start your journey into the world of investments.
There are various ways to invest in the markets
Single Stocks
Mutual Funds
Index Linked
ETFs
You may already have a combination of these but are not sure if they are still right for you. We can review and manage your portfolio for you working in partnership to help your money work for you.
How to start investing
We want to help you invest in your future, you have worked hard for your money and now is the time to review, revise or reignite your plans to make sure your money is working for you.
Our starting to invest service includes:
• A personalised investment plan from an investment expert
• Recommendations on investments
• An analysis of your risk profile
• A review of your current financial situation
Financial Planning
• Providing a free initial consultation
• Creating a bespoke financial plan
• Implementing your financial plan with reassuring guidance
• Ongoing reviews of your financial plan
Portfolio Investment Funds
Single Asset Funds
• Funds can be in Dollars, Sterling or Euros
• Invest from $100 a month
• Choice of a wide range of assets, investments and geographical regions
Share dealing
- Our Investment managers can offer a multitude of funds, and shares
- Expert investment ideas from our professional advisers
- A designated investment manager who is always available for you
- Invest from $100 per month
Get your investment advice
Contact us for a free consultation with a US regulated advisor for a financial health check and investment options to suit your needs.
Investment reviews
The management of your investments will have a big impact on your financial future. What was a profitable solution when you started investing may no longer be the best option now.
Our wealth managers are experts at investment reviews. They will help you to plan your financial future.
Management
We offer a free investment review and can recommend and implement options that may better serve your investment needs. Click for your free guide to investment management.
Get in touch
Contact us
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