Investment Planning
Whether you’re an experienced investor or a new investor, here at BCM Wealth Management, we want to help you achieve your investment dreams. With more than 10 years of investment advice experience, we can help you reach your investment goals by providing you with a complete, made-to-measure approach to meet your personal investment objectives.
One of our core aims is to provide you with all of the information, guidance, and advice to help you make an informed decision. This is what sets us apart; we are determined to help you to grow your investments and meet your objectives.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
Solutions we offer:
With a variety of options available, we will work together to decide on the most effective investment strategy to meet your objectives.
For those clients who are open to taking a higher level of risk, we will help you to build an investment portfolio to generate growth or build an income for the future.
ISAs (Individual Savings Accounts) offer the opportunity for stable growth, in a tax efficient wrapper.
If you’re thinking of starting a nest egg for your child, this is a great option that will allow them to take control later in life.
An Investment Bond is a flexible investment solution, providing you with a simple route to
invest a lump sum for the medium to long term.
Unit Trusts are a medium-long term investment option with a view to generating capital growth and/or an income.
We will discover whether either of these investment plans would be appropriate for mid- to long-term growth of your fund.
We will take time to build your portfolio of investments to represent your unique investment objectives. Click here to read more about our Discretionary Fund Management service.
*The value of an investment with Rowan Dartington may fall as well as rise. You may get back less than the amount invested.
The value of an investment with St. James’s Place or Rowan Dartington may fall as well as rise. You could get back less than you invested
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
BCM Wealth Management will always ensure that you make informed investment decisions, as our clients’ interests always come first. Our business is built on compassion and trust, and we always want the best outcome for our clients. We will work with you to help ensure your investment objectives are met, no matter what your level of investment experience is.
Pop into our Stamford office on Ironmonger Street or give us a call on 01780 437 500 and speak to one of our friendly team for more information on investment planning.