Investments
“When I was young, I thought that money was the most important thing in life; now that I am old, I know that it is.” Oscar Wilde.
Investment Planning is based on your need to draw on your assets, how long they are to be invested, and for whom. It forms the backbone for all other areas of financial planning and requires regular reviewing with us. Investment planning will typically help determine the level of risk to be taken with different portions of your assets and the allocation of them in different asset classes (equity, corporate bonds, property or cash).
Getting your investment planning wrong can mean you run out of money, receive an income that fluctuates when your expenses are fixed, or pass on a lower level of inheritance because inflation eroded its value.
Gateway’s aim is to design an individual portfolio which:
- Increases the value of the money invested over the medium to long term.
- Enables customers to invest as part of a medium to long term tax-planning strategy.
- Provides a high level of flexibility and investment choice.
- Allows customers to take an income, if they choose.
