Investment

Making your capital work for you along the way

Bevans Investments page | NB Financial Solutions | Grapes


Ensuring you have funds available at the right time

Investments form an important part in achieving your future goals and getting the most out of them is important. Whether you’ve accumulated capital from spare income, the sale of property or you’ve had an inheritance, making it work for you is vital.

Have you thought about having different investments to target different needs or timescales? Again, this is something we consider when building a plan for your future.

We can use investments to help fill the gap between the start of your retirement and when you draw your pensions, particularly if you have a penalty for accessing your pensions too early. They can also have shorter-term goals like funding University fees or your children’s weddings. Whatever your needs we can build them in to your plan.

Bevans Investmentspage | NB Financial Solutions | Grapes

Ensuring you have funds available at the right time

Investments form an important part in achieving your future goals and getting the most out of them is important. Whether you’ve accumulated capital from spare income, the sale of property or you’ve had an inheritance, making it work for you is vital.

Have you thought about having different investments to target different needs or timescales? Again, this is something we consider when building a plan for your future.

We can use investments to help fill the gap between the start of your retirement and when you draw your pensions, particularly if you have a penalty for accessing your pensions too early. They can also have shorter-term goals like funding University fees or your children’s weddings. Whatever your needs we can build them in to your plan.

Choosing the right investments for your needs

To give you an idea of how we select appropriate investments. We start with your objectives and the level of risk you are comfortable with, then we match this to your time horizon. Once we’ve established the correct investments to meet your objectives, we then select the most appropriate tax wrappers to hold your investments in.

There are typically 2 parts to an investment. There are the assets that you have chosen to invest in, this is where the returns come from, and then there is the tax wrapper that it is held in. A Stocks & Shares ISA is a good example of this. An ISA is a tax efficient product that holds an underlying investment. So, when people say they don’t like ISAs they are probably unhappy with the investment performance of the assets they hold, and not the fact they don’t like tax efficient investments. Everyone likes tax efficient investments, don’t they? This analogy can also be applied to other tax wrappers, particularly pensions.

Bevans Investments page | NB Financial Solutions | Wine Glasses

Choosing the right investments for your needs

To give you an idea of how we select appropriate investments. We start with your objectives and the level of risk you are comfortable with, then we match this to your time horizon. Once we’ve established the correct investments to meet your objectives, we then select the most appropriate tax wrappers to hold your investments in.

There are typically 2 parts to an investment. There are the assets that you have chosen to invest in, this is where the returns come from, and then there is the tax wrapper that it is held in. A Stocks & Shares ISA is a good example of this. An ISA is a tax efficient product that holds an underlying investment. So, when people say they don’t like ISAs they are probably unhappy with the investment performance of the assets they hold, and not the fact they don’t like tax efficient investments. Everyone likes tax efficient investments, don’t they? This analogy can also be applied to other tax wrappers, particularly pensions.

Bevans Investments page | NB Financial Solutions | Wine Glasses

What we specialise in

Bevans Investments page | NB Financial Solutions | Legacy Planning

Legacy Planning

Passing your wealth
down the generations

Bevans Investments page | NB Financial Solutions | Protection

Protection

Protecting you and your family
against the unexpected

Bevans Investments page | NB Financial Solutions | Pensions

Pensions

Bringing your retirement
plans to life

Get in touch

At Bevans we provide a personal service building your financial confidence. We’re here every step of the way offering advice to help shape your future, so get in touch with us today and achieve financial freedom.

Telephone

01455 844262

Say Hello

Get in touch

At Bevans we provide a personal service building your financial confidence. We’re here every step of the way offering advice to help shape your future, so get in touch with us today and achieve financial freedom.

Say Hello

Bevans Logo

At Bevans we specialise in providing a bespoke personal service for clients looking for advice on; Investment, Retirement, Savings and Inheritance Tax Planning. Incorporating all these areas allows us to create lifestyle plans for our clients.

Bevans is a trading style of NB Financial Solutions Ltd

NB Financial Solutions Ltd is authorised and regulated by the Financial Conduct Authority (FCA)

Registered in England and Wales No. 10095233

Registered Office

4 St Mary's Mews

Barwell

Leicester

LE9 8AY

Telephone: 01455 844262

Bevans Logo

At Bevans we specialise in providing a bespoke personal service for clients looking for advice on; Investment, Retirement, Savings and Inheritance Tax Planning. Incorporating all these areas allows us to create lifestyle plans for our clients.

Bevans is a trading style of NB Financial Solutions Ltd

NB Financial Solutions Ltd is authorised and regulated by the Financial Conduct Authority (FCA)

Registered in England and Wales No. 10095233

Registered Office

4 St Mary's Mews

Barwell

Leicester

LE9 8AY

Telephone: 01455 844262