Why not contact one of our Financial Planning Consultants to discuss your options with no obligation. We can be contacted to discuss your needs in a way that suits you, either face to face, via telephone, via email or even by chatting to one of our consultants online
All children born after 1st September 2002 qualify for the Child Trust Fund.
Have you received the information for qualifying children?
Have you sought advice about investing?
If your answer is No - Alpha Financial will be happy to assist you.
Follow these steps to give you an idea of which route might potentially suit your specific Investment needs.
Leave sufficient funds in an instant access account for any potential emergencies or planned expenditure such as a holiday. (Our suggestion is to leave a minimum of 3 months income plus any planned expenditure)
Decide how long do you wish to leave the remaining money for. i.e. when do you need the money? (Accessible, 1-4 years, 5 years +)
Ascertain what level of risk you are prepared to take with the money to be invested. The greater the risk, the greater the potential of return on your investment. However the higher risk investments can produce greater fluctuations in value.
Alpha Financial Associates can provide advice on which level of risk is
most suitable for you, and can offer the most suitable product to meet your
needs.
Decide which product is most suitable to you and your investment. i.e. Deposit Accounts, ISA's, Investment Bonds, Investment Trusts, Unit Trusts and OEIC's.
