When it comes to investments, it’s a good idea to make sure you understand the opportunities, risks and how everything works. Kelvin Smith Financial Planning Ltd can give you a better understanding of what you could achieve from investing.

Like many people, you probably have long-term ambitions and they’ll usually come with certain financial considerations. Investing your money could prove a successful way of achieving your long-term goals.

Whilst putting your cash into savings accounts is a very sensible approach, savings alone could limit how much your money is able to grow. Investing offers the potential to achieve stronger long-term return, so long as you are intending to invest for at least five years and are comfortable with the risks involved.

Utilising ISA and other allowances will allow you to invest in a tax efficient way. Speak to us today.

PAST PERFORMANCE IS NOT A GUIDE TO FUTURE PERFORMANCE

NO INVESTMENT IS SUITABLE IN ALL CASES AND IF YOU HAVE ANY DOUBTS AS TO AN INVESTMENT’S SUITABILITY THEN
YOU SHOULD CONTACT US. ANY TAX ALLOWANCES OR THRESHOLDS MENTIONED ARE BASED ON PERSONAL
CIRCUMSTANCES AND CURRENT LEGISLATION, WHICH IS SUBJECT TO CHANGE.

BY INVESTING WITH OUR ADVICE, OUR AIM IS TO GROW YOUR MONEY BY A GREATER EXTENT THAN IS AVAILABLE
THROUGH CASH SAVINGS ACCOUNTS TO HELP YOU ACHIEVE YOUR GOALS. ALTHOUGH FUNDS ARE NOT LIKE BANK
AND BUILDING SOCIETY SAVINGS ACCOUNTS, IT DOES MEAN PLACING YOUR CAPITAL AT RISKS AND ITS VALUE CAN FALL

AS WELL AS RISE AND YOU MAY GET BACK LESS THAN YOU ORIGINALLY INVESTED

Allan Kinnaird DipFA
Independent Financial Advisor
DD: 0141 212 4592
Email: allan.kinnaird@kelvinsmithfp.co.uk

Jackie Fowler Chartered MCSI MLIBF
Independent Financial Advisor
DD: 0141 212 4583
Email: jackie.fowler@kelvinsmithfp.co.uk