Investments

Typically, many of our clients want to invest their money to work for them. You might be planning for your retirement, looking to generate investment income to top up your pension, saving for a deposit to buy a property or buy a holiday home, providing for school fees, or simply creating a secure nest egg for the future.

Harbour Financial provide solutions for the diverse needs of our clients, enabling each individual to structure their finances as efficiently as possible. There are many different ways to grow your wealth: from ensuring your deposits are in a suitable arrangement to a more complex undertaking of creating an investment portfolio to grow your wealth for the long term.

Harbour Financial can help you make informed decisions about the investment choices that are right for you by assessing your life priorities, goals and attitude towards risk for return. Any number of changing circumstances could cause your wealth to diminish, some inevitable and some unpredictable – new taxes and legislation, volatile markets, inflation, and changes in your personal life. Structuring your wealth in a way that minimises the impact of these changes is essential.

The Financial Conduct Authority does not regulate, taxation and trust advice, school fees planning and will writing is not regulated by the Financial Conduct Authority.

The value of investments and the income derived from them may go down as well as up, and you may not get back the amount originally invested.