When coming into, earning, or hoping to leave money, saving and investment are often a thought that soon follows. Ideally, we want our income to be stable and grow both now and in the future. This requires you – us – to give it attention.
Saving is something we all try to do. ‘Do we need that?’ ‘Can we cut that cost there?’ It’s a common interrogation for your expenses to undergo. It happens for businesses at every scale as well as in households. This is especially true in the current times as the cost of living continues to rise for households in the UK. But, also, due to those price increases, it can feel like saving is impossible. You may need every penny you have. At Perennial Wealth®, we appreciate – and live – the delicate balance.
Apps have made investment opportunities more accessible. After frequenting trusted communities, articles, and books, many wade into the complex world of investment. Our financial advisers don’t doubt your capabilities or your intentions. What we do know and understand, though, is the amount of energy and expertise it takes to both manage and maximise an investment portfolio.
Without professional financial planning, wealth creation can quickly turn into wealth destruction. Having a solid investment strategy is a crucial part of any successful financial plan. We can help you to devise an investment strategy and create a recommendation tailored to your objectives and personal circumstances.
Whether you’ve sold your business, want to plan for your children’s education, or have received an inheritance, we are here to help you take the next steps.