Investment
Planning

Just investing isn’t enough. If you want to achieve your financial goals – whatever they may be – you are going to need the right investment strategy.

You might want to grow your wealth or generate an income from the money you already have; quite possibly you may need a combination of the two. Whatever you need, we can help.

With our advice, investment solutions and regular reviews, you can help secure and inspire your financial future.

We can offer you advice which helps create the right investment strategy, based on your own specific circumstances. The range of investment solutions and ongoing services available to KWM has been carefully refined to help you reach your financial goals.

The investment funds available to KWM via the St. James’s Place investment approach enable you to spread your investments across a wide range of global asset types, run by fund managers with different investment styles, to create a balanced and diversified investment solution. This range of funds and services make it easy to spread your investments across a wide range of asset types and countries. Even better, the sheer diversity of the fund managers available to KWM lets you mix things up even more and introduce different investment styles to help further reduce your risk. You can read more about the St. James’s Place Approach to Investment Management here.

Creating – and maintaining – the right investment strategy is crucial.  When we’re designing yours we’ll think about both your short- and long-term goals, choose the right investment products for the job, and set everything up so that you don’t pay any more tax than you need.

We have a range of investment solutions to help you achieve your goals.

ISAs form the core of most investment portfolios and provide a simple, tax-efficient way to save for the future.

Unit Trusts work really well if you are looking for medium- to long-term capital growth and income and they can, for example, give you the flexibility to use your annual Capital Gains Tax allowance.

Investment Bonds can give you a regular income and the potential for capital growth, and they are often used for tax-planning purposes.  They are simple, flexible and offer access to a wide range of asset classes.

Offshore investments can be really helpful for some investors.  For example, if you’re expecting your tax rate to fall or you are planning to live outside of the UK at some point in the future.

The value of investments will be directly linked to the performance of selected funds and these can fall as well as rise. You may get back less than the amount initially invested.

The levels and bases of taxation and reliefs from taxation can change at any time. Tax relief is dependent on individual circumstances.

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