LB Financial

Tel: 01245 806 312

Savings and Investments

The value of the investment can go down as well as up and you may not get back as much as you put in.

Generally most of us think of saving as putting money aside with no risk, possibly using a bank deposit account. Whereas Investing conjures up the thought of taking some risk with our money for potentially greater returns. Essentially both are about creating wealth for the future.

The most suitable place for your money will depend on many factors including why you are saving, when are you likely to need the money, your attitude towards investment risk and your personal tax position.

By taking the time to understand your circumstances in full and how you feel about your plans, we can provide you with a tailored strategy. This can range from simple solutions with guarantees attached to protect your money to more complex combinations of products, giving access to specific investments or asset classes to maximise growth both on and off shore. We'll also consider the tax advantaged investments such as ISAs, or (for more experienced, sophisticated and risk tolerant clients) Enterprise Initiative Schemes and Venture Capital Trusts.

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

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Head Office

Chelmsford
Swift House,
18 Hoffmanns Way,
Chelmsford, Essex,
CM1 1GU

Tel: 01245 806 312

Other Offices

Colchester
Suite E, 2nd Floor
The Octagon, Middleborough
Colchester, Essex
CO1 1TG

Tel: 01206 867551

 

Ipswich
Suffolk House,
7 Hydra Orion Court,
Addison Way Great, Blakenham,
Ipswich IP6 0LW

Tel: 01473 359 720

 

Stratford
Number One,
Vicarage Lane,
Stratford,
London E15 4HF

Tel: 0208 221 8282

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Registered Office: Swift House, 18 Hoffmanns Way, Chelmsford, Essex, CM1 1GU. LB Financial Solutions Ltd is registered in England and Wales. Registered Number 07942025.

LB Financial Solutions Limited is an appointed representative of Intrinsic Financial Planning Ltd and Intrinsic Mortgage Planning Ltd, which are authorised and regulated by the Financial Conduct Authority. Intrinsic Financial Planning Ltd and Intrinsic Mortgage Planning Ltd are entered on the FCA register (http://fsa.gov.uk/register/) under reference 440703 and 440718.

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