23 High Street, Midsomer Norton, Radstock, Somerset, BA3 2DR
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23 High Street, Midsomer Norton, Radstock, Somerset, BA3 2DR
Whether you’re just starting to save or are looking to optimise your existing investments, our experienced advisers are here to support you in achieving your financial aspirations. Here’s how we can assist you in building and managing your wealth:
No matter what your financial situation, it’s never too early to start thinking about your goals for the future. Waterhouse Financial Advisers Ltd is here to help you set a strong foundation by educating you on your various options and recommending solutions that will contribute towards achieving your goals.
Our advisers can support you with the practicalities of financial goal setting and budgeting, ensuring you can set aside some money each month to start building your savings. We’re here to help you consider your wealth accumulation options, including ISAs, pensions and diversified investment portfolios, developing a strategy to help you grow your money over time.
As your career progresses and your income increases, it’s essential to put measures in place to ensure your money is working hard for you. Our advisers are on hand to help you maximise your savings potential through tax-efficient savings wrappers, optimising your pension contributions, and building a diversified investment portfolio.
Investing is key to building long-term wealth. Although past performance is no guarantee of future performance, studies show that investment returns do typically outstrip cash savings in long-term scenarios. We provide expert advice on creating and maintaining an investment portfolio an investment portfolio that aligns with your risk tolerance, time horizon and financial goals. Whether you’re interested in stocks and shares, bonds, mutual funds or real estate, our advisers help you navigate the complexities of investing.
Life events such as getting married, starting a family or buying a home can have a significant impact on your financial situation. We are here to provide tailored advice to help you plan for these milestones, ensuring your savings and investments are aligned with your evolving needs and goals.
Securing your desired retirement lifestyle takes careful planning across a range of financial areas. We are on hand help you create a comprehensive retirement plan that includes maximising your pension savings, as well as exploring other tax-efficient savings options such as ISAs and tax-efficient investment vehicles, ensuring you have a sustainable income stream throughout your retirement years.
Advice on cash in deposits is not regulated by the Financial Conduct Authority
The value of investments, pensions and the income they produce can fall as well as rise. You may get back less than you invested.
ISA’s investors do not pay any personal tax on income or gains, but ISAs may pay unrecoverable tax on income from stocks and shares received by the ISA managers. Tax treatment varies according to individual circumstances and is subject to change.
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