Savings & Investments

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

 

I have dealt with John for nearly 20 years and in that time, he has advised me on many different types of savings and life insurance plans. For me, it’s all about building trust with any advisor and I feel I have that in abundance with New Leaf. They are very thorough and always ‘go the extra mile’ to ensure that I understand everything connected with the product we are buying, both good and bad! I have already recommended them to my friends.
Chris – Birchencliffe, Huddersfield.

You may wish to save monthly, or invest a lump sum. We have access to every investment product available across the whole market. The advice we offer will be specifically tailored to meet your requirements. You may be considering one, or a number of the following;

  • Investing a lump sum.
  • Tax efficient investments
  • Investing within a trust.
  • Inheritance Tax planning.
  • Long term care planning.
  • Guaranteed investments.
  • Investing for growth.
  • Investing for an income.
  • Investing offshore.
  • Monthly savings.
  • ISAs and Unit trusts.
  • Investment bonds.
  • Saving for retirement
  • Savings for children
  • Savings for grandchildren.

We have many years’ experience in finding the best investment solutions for our clients, taking into account important aspects such as accessibility, controlling investment risk and affordability etc.

They are very thorough and always ‘go the extra mile’ to ensure that I understand everything connected with the product we are buying, both good and bad!
Chris – Huddersfield

Savings and Investment reviews

Whatever solution we recommend, we will offer you a regular review service, with the aim of ensuring that your investment continues to remain suitable for your circumstances. This is vital in terms of wealth management and is as important as the initial investment advice given.

Existing Savings and Investment plans

Alternatively, you may have a number of existing investments that you are unsure about, are never reviewed and you simply wish to see a friendly face to explain what these investments actually are. We will review any investments that you have taken out elsewhere. We can advise you if they are still suitable for your requirements, are as tax efficient as possible and how they have performed.

Investment Calculator

Loan Calculator

Lump Sum Investment Calculator

School Fees Planning Calculator

Top 10 reasons to use an IFA

  • Business protection
    My business needs protecting should anything happen to key employees.

  • Buy to let mortgage
    I’m looking at a second property as an investment.

  • House purchase
    I need mortgage advice.

  • Investments
    I wish to maximize tax efficiency.

  • Inheritance tax
    I wish to look at ways in which I could save tax.

  • Portfolio investment advice – I’m not getting the level of service I need on my existing investments.

  • Investment income – I need to provide additional income.

  • Pension advice – I wish to build up a fund to produce income, when I retire.

  • Retirement advice – I wish to make the most of my pension funds as I’m retiring.

  • Guaranteed investments – I have money in the bank, but would prefer not to take risks.