There are a number of ways to achieve a better return on your savings, but the range of options can be daunting and confusing. At PTC Financial Advice Ltd., we specialise in breaking down your options into the most suitable and practical choices. In simple terms, we do the research and have the expertise to simplify and advise, so you that you don’t have to fret over the possibility of missed opportunities, or stagnant savings.

During our consultation phase, we lay out a wide range of investment options to suit your circumstances, including potential savings and investment opportunities, ISAs, bonds and shares, and more.

Before you make an appointment, you may wish to consider a few things, to help us give you the best possible personalised consultation:

  • Your financial goals and objectives – what are you planning for your savings in terms of use in the long-term?
  • How much you are willing to invest? – Think of this in terms of a percentage of income, and what you can afford to live without, as your investments may be long-term
  • Your attitude to risk – there are many solutions to your attitude to risk, this is solely based upon your personal circumstances

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