INVESTMENTS
INVESTMENTS
Cash is no longer king. Leave it sitting in the bank, and you’re unlikely to see much growth at all.
This is why smart investors are keen to place their money into a variety of investment plans; they know that, by doing so, they are much more likely to achieve the returns they deserve.
Regardless of your experience in this area, here at Jones Mortgages & Investments we can work with you to aim to receive the maximum benefit with your assets in relation to the risk you are willing to take.
We deliver straight-talking investment advice for individuals and professionals who are ready to level up their investment knowledge and make sure, once and for all, that none of their hard-won earnings will go to waste.
What kinds of investments can we set up for you?
First of all, we must emphasise here that the decisions we make regarding your investment portfolio will be guided by your appetite for risk. We’ll always carry out a comprehensive Attitude to Risk profiling exercise before we suggest any products, as each of them will come with their own risk and reward ratios, and we need to make sure you’re aware of the implications of choosing one plan over another.
There are plenty of routes to a return, depending on the amount you can set aside, and the long-term expectations you have for your money. From individual savings accounts (ISAs) to onshore or offshore investment bonds, we’ll consider all options before recommending a strategy that will help you meet your objectives. For experienced investors only, we can also consider Enterprise Investment Schemes (EISs) and venture capital trusts if you are comfortable with placing your funds into an organisation (or organisations).
Offshore bonds and advice on cash held on deposits are not regulated by the Financial Conduct Authority.
Venture Capital Trusts (VCT) invest in assets that are high risk and can be difficult to sell such as shares in unlisted companies. The value of the investment and the income from it can fall as well as rise and investors may not get back what they originally invested, even taking into account the tax benefits.
Enterprise Investment Schemes (EIS) invest in assets that are high risk and can be difficult to sell such as shares in unlisted companies. The value of the investment and the income from it can fall as well as rise and investors may not get back what they originally invested, even taking into account the tax benefits.
The advantages of working with our investment advisors
With an excellent understanding of the way the financial industry is moving, as well as our signature straightforward approach to client service, the team here at Jones Mortgages & Investments is perfectly placed to select, manage, and monitor your investments on your behalf.
Choose to partner with us, and you’ll benefit from our many years’ experience in our field. We understand how different products work in different markets, and we can help you identify the cons as well as the pros that come with each investment decision, leaving you with all the information you need to make an informed choice.
Another big part of our role is to help you look at your investments objectively, without letting emotion cloud your judgement. After all, you need to make sure you’re thinking with your head and not your heart where your hard-earned cash is concerned.
Please note that the value of investments can fall as well as rise. You might get back less than you invested.
CONTACT US
Get in touch with our UK mortgage brokers for helpful advice and an unmatchable service. Book your free, no-obligation, 30-minute discovery call with us now.
Call or Whatsapp us
07730 535643
Email us
paul@jonesmortgages.co.uk