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Savings & Investments

It’s important to review your investments regularly to make sure they’re on target to meet your objectives and remain in line with your attitude to investment risk, particularly in these volatile times. The need for professional advice is now greater than ever as many high street banks and building society’s no longer offer advice, not even to existing customers.

We see many new clients, who haven’t seen their original Advisor for years, believe they’re in low risk investments when they’re not, or have been disappointed with their returns or even made significant losses. That’s why regular and pro-active reviews are essential.

Previously good funds can start to underperform spectacularly for a variety of reasons; asset classes once deemed safe havens (such as Gilts and Government Bonds) suddenly look more of a risk as sovereign nations have accumulated more debt. And while many investments allow for free fund switching, many people never receive advice on how or when to utilise this benefit, with their investment suffering as a result.

This is where you’ll find real added value from Slater Financial. We believe it’s more important than ever to have an advisory process with information and advice readily available, and our online systems and secure messaging service offer precisely that whenever and wherever you need it.

Important Information

Past performance figures refer to information in the past and this information should not be seen as an indication of future performance.

Tax treatment depends on the individual circumstances of the investor and may be subject to change in the future.

Levels, and bases of, and relief’s from taxation are subject to change and their value depends on the individual circumstances of the investor.

Depending on where you live and your own personal circumstances, your tax position may vary, so you should take local tax advice.  Please note that as every investor’s individual financial circumstances are likely to be different and that they are subject to change in the future we cannot give specific tax advice. We recommend investor’s seek professional advice on personal taxation matters.