It is our role as Independent Financial Advisers to help you to invest wisely and in a tax efficient manner. Whether your savings are wrapped in a pension, ISA or directly in Unit Trust or Investment Trusts, they still need to be managed.
It is our role at Whyte Sharp Independent to help you select the right investments in order to help you meet your financial objectives. What you need to give some thought to is what those objectives are. Sensible investment planning revolves around understanding what your investment aims are.
In short, we will help you determine an investment strategy appropriate for your needs, and using the investments best suited to your attitude to investment risk and tax position.
We help investors make more of their savings & investments by providing them with all the support they need, from the first getting to know you meeting, through the research and report process, to the presentation of our advice.
To discuss investments further, please contact us.