Savings and Investments

The financial marketplace has grown considerably in the past few years, with hundreds of financial providers and thousands of products available. There are investments to suit any circumstance, satisfying your financial needs – and – whilst it is good to have choice, we acknowledge that as busy medical professionals, you simply do not have the time to research the entire market place to find the right investments or financial solutions that suit you.

There are many ways in which you can invest your money, consider the list below for a moment:

• Deposit account savings – e.g. banks and building societies
• National Savings Accounts or bonds
• Shares
• PEPS and ISAs
• Distribution Bonds
• With Profit Bonds
• Unit Trusts and Oeics
• Direct Investments

These are examples of places where you might have money invested or may have wondered about how to invest in them. Now consider the following questions:

• What interest you are earning?
• Has your attitude to risk changed in recent years?
• Have you recently checked up on the performance of your investments and is everything still working for you?
• Are you making the most of your tax allowances?
• Have your financial needs or situation altered recently? Do you want to make some changes?

The answers to these questions are important and we can help you to find the answers with a review of your finances.

We will establish what your own individual financial objectives are by discussing, amongst other things, whether you require growth or income on your investments, how long you wish to invest for, how much access you require to your monies and your attitude to risk versus reward. We will then suggest suitable solutions by recommending the best products from the most financially secure companies.

Medical Insurance Agency can help you plan to get more out of your money. We aim to make investing simple, by doing the hard work for you – so you get to enjoy the results.

So whether you need help in getting started on the savings ladder or already posses an established portfolio and want to check that your money is still in the best place, our expertise can help you to ensure that your money is invested in the right places to give you the best results.