Investment Review

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

When it come to Investments many questions may arise, particularly if you already have some investments. Such as, have I reviewed them recently, are they going to achieve the sums that I had planned, I don’t have the time to manage or monitor there progress?

All the above concerns are understandable as earning money is one thing, but achieving growth from income earned and from saving is whole different matter. As many investments are long term, advice is required.

How We Can Help?

At Lann Finance we understand this, your concerns about risk and market conditions may have changed. So at times a slight adjustment, perhaps may be all that is necessary to achieving the required results. We offer an investment review service where we will be able to make recommendations once we have a full analysis of your investment portfolio.

Questions such as the following will be explored:-

• Are or Is my investment a Tax benefit?
• Will I pay any Inheritance Tax on my investments?
• Is my investment all in one place or it spread over a number of companies?
• Is my investment portfolio being managed?
• Have I received advice on where to place my investments?
• Should my civil partner/spouse be part on my investments?

This list is by no means exhaustive – Please contact us for more information