The purpose of investing is to plan for your future income needs, which is why you should have clear objectives and timeframes beforehand.
This can be identified by completing a personal financial plan with your LEBC adviser, which, along with risk profiling, can identify your needs and help establish how you can best prepare for your future.
Once we've established your objectives we will review your current investments and determine if they are still appropriate.
We will review the following areas:
If your current investments can be made more efficient, we will work with you to devise and implement an action plan. This may include:
Important Information:
The value of investments and income from them may go down. You may not get back the original amount invested. The Financial Conduct Authority does not regulate Tax Planning.
Create your tomorrow today. Learn more about the wide range of services available from LEBC.
Create your tomorrowWe now understand our investments and know these are working for us. It's great, we just enjoy our retirement in the knowledge that we do not have to worry whether there is enough money in the bank.