Savings And Investments
At Haverfords we believe that effective investment should work hand in hand with good financial planning and that each client’s needs are different, so we treat each client individually to provide an investment solution that is both tailored to their needs and bespoke. For some this may be short term saving for a house deposit, others longer term savings and investment for retirement.

Our impartial and independent financial planning approach to savings and investment can help you with the following areas:

  • Savings-including deposit accounts and national savings
  • Bonds
  • ISA’s
  • Unit trusts and OEICs
  • Property
These are just a few of the many different ways you can save or invest which all have different structures and taxation implications. Each of these different products will also have different amounts of risk involved which needs to be carefully considered, factoring in things like when you are likely to need the underlying funds for your specific objective. Our job is to help you determine which strategy is the most appropriate and for most clients this strategy normally involves a combined strategy to achieve their short or long term objectives.
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